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Lottre AI Financial & Cap Table Intelligence
Help & Knowledge Base

Frequently Asked Questions

Everything you need to know about Lottre AI's financial models, cap table engines, feasibility studies, and engagement procedures.

1. Financial Modeling & Feasibility

What formats do you provide for final financial models?

We deliver fully dynamic, native Excel (.xlsx) workbooks configured with transparent, auditable formulas and zero hardcoded metrics. Models are supplemented with interactive hosted web dashboards and presentation-ready PDF executive summaries for boards and investment committees.

How quickly can a custom model or feasibility study be delivered?

Standard modeling and advisory engagements are completed within 3 to 5 business days. For urgent funding deadlines or committee meetings, expedited 48-hour turnarounds are available depending on dataset complexity.

What is included in a Market Feasibility Study?

Our feasibility dossiers contain comprehensive market sizing (TAM/SAM/SOM), revenue driver projections, sensitivity matrices (best, base, worst cases), CAPEX/OPEX breakdowns, debt amortization schedules, and payback/IRR stress tests.

2. Cap Table & Dilution Engines

How do your automated cap table models handle future funding rounds?

Our cap table architecture simulates post-money SAFE conversions, convertible notes, option pool expansion (pre- and post-round ESOP sizing), and multi-tier liquidation waterfalls up to Series C and beyond.

Can you model liquidation preferences with participating vs. non-participating terms?

Yes. Our waterfall engine models 1x–3x non-participating, full participating, and capped participation preferences, outputting real-time proceeds distributions for every class of shareholder.

3. Engagement, Pricing & Data Security

How does customized pricing work?

Because capital structure complexity and dataset scopes vary widely, we provide upfront tailored proposals with zero hidden fees. After you submit an inquiry, we analyze your requirements and issue an exact fixed project scope.

How do you ensure data confidentiality and NDA protection?

We execute standard institutional bilateral Non-Disclosure Agreements (NDAs) prior to receiving proprietary financial statements or cap table records. All client data is processed in secure, isolated environments.

Have a Question Not Listed Here?

Our financial advisory team is available to discuss your specific modeling requirements and data pipelines directly.

Contact Advisory Team