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Roll Up Vehicle Cost Comparison

In addition to keeping a clean cap table, Roll Up Vehicles can present significant cost savings over the lifetime of the company. This calculator presents an estimate of savings from using a Roll Up Vehicle over direct investments.

Cost Comparision

This model calculates the difference between a Roll Up Vehicle and direct investments. You can edit key assumptions & variables below

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Advanced Settings

Adjust the parameters for this calculation

Hours per investor for reach-out and
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hours per investor to draft
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Cost per year for Cap Table
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Hours per cap table entry for
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Seed Round (SAFE/Notes)
Seed Round (SAFE/Notes)
Equity Round
Calculate

Your results:

Total CostsSeed Round (SAFE/Notes)
Initial Closing Docs / Wire / Signature Reconciliation
Lifetime Cap Table Costs
Additional legal & admin costs for increased cap table complexity
Costs of obtaining shareholder consents
Instrument Conversion Costs
SPV Costs
Direct Invest
83.4k
$11.3k
$38.4k
$11.3k
$18k
$4.5k
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RUV
9.7k
$225
$768
$225
$360
$360
$8k
Savings
73100.25
$11.1k
$37.6k
$11.1k
$17.6k
$4.4k
-$8
Reset

FAQ

Is the setup fee all inclusive?
When is the $8K cost paid
Who manages the taxes for the Roll Up Vehicle?
Can our corporate counsel be kept in the loop?
Are Roll Up Vehicles economically equivalent to investing directly?
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Disclaimer:
Past performance is not indicative of future results. Examples of portfolio companies are purely for illustrative purposes. This list is only partial, and readers should not assume that the investments identified were or will be profitable or are representative of investments by AngelList Advisors’ advised funds or SAX Capital's advised funds. A complete list of investments by either adviser is available upon request, subject to confidentiality requirements. There is no guarantee that any fund will achieve the same exposure to, or quality of, investments held by any existing fund.

The percentage of top-tier U.S. VC deals in AngelList Advisors or SAX Capital advised funds' portfolios is based on third-party reports of top-tier VC firms' early-stage U.S. investing activity. Unicorns are private companies that have announced funding rounds with post-money valuations over $1 Billion. While we believe these reports to be reliable, we have not independently verified their accuracy. All figures in this presentation are as of January 15, 2021. We undertake no obligation to provide updates or revisions. Please contact us for details of AngelList Advisors or SAX Capital's valuation policy.

*Some of the funds listed on this page are advised by AngelList Advisors and some are advised by SAX Capital, LLC.  For example, the AngelList Access Fund is advised by SAX Capital, LLC and not AngelList Advisors, LLC.
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© Venture. All rights reserved.