ProFundraising · Simulator
Rollover Equity (Second Bite) Simulator
The value of a second bite at the apple.
Assumptions
Cash at close
$8,000,000
Second bite value
$5,000,000
Total proceeds
$13,000,000
| Line | Amount |
|---|---|
| Cash at close | $8,000,000 |
| Rolled equity | $2,000,000 |
| Second exit value | $5,000,000 |
| Total | $13,000,000 |
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Built by The Crimson Bench · Educational model, not financial advice
About the Rollover Equity (Second Bite) Simulator
Model rolling part of your sale proceeds into the buyer’s equity to see cash at close plus the potential second exit.
It's built for directional planning: change any assumption and watch the whole projection move, the way a seasoned operator pressure-tests a plan before committing capital. Everything is computed live in your browser — nothing is sent anywhere.
How the Rollover Equity (Second Bite) Simulator Works
The model takes 3 assumptions and returns 3 headline metrics plus a full breakdown. Here is exactly what goes in and what comes out — no black box.
The Inputs
| Assumption | Example value |
|---|---|
| Sale value (your equity) | $10,000,000 |
| Rollover % | 20% |
| 2nd exit multiple on rollover | 2.5 |
Worked Example
Every figure below is produced by the live model using the example assumptions above. Change any input in the simulator to see your own numbers.
Cash at close
$8,000,000
Second bite value
$5,000,000
Total proceeds
$13,000,000
| Line | Amount |
|---|---|
| Cash at close | $8,000,000 |
| Rolled equity | $2,000,000 |
| Second exit value | $5,000,000 |
| Total | $13,000,000 |
The Operator's Read
Rolling equity into the PE buyer gives sellers a "second bite" — and if the buyer grows and re-sells the company, that stake can be worth more than the first check. The risk: it's illiquid and rides on the buyer's success. Educational only.
Assumptions & Limitations
- •The model is deterministic: it projects your inputs forward with clear arithmetic, not a Monte-Carlo or probabilistic forecast. It shows one scenario at a time — run several to bracket a range.
- •Defaults are illustrative benchmarks, not your business. Replace every field with your real numbers before drawing conclusions.
- •It abstracts away taxes, financing, seasonality, and one-off events unless a field explicitly captures them. Treat the output as a directional estimate.
- •This is an educational tool, not financial, investment, tax, or legal advice. Validate real decisions with a qualified professional.
Frequently Asked Questions
What does the Rollover Equity (Second Bite) Simulator calculate?
Model rolling part of your sale proceeds into the buyer’s equity to see cash at close plus the potential second exit. It takes 3 assumptions — Sale value (your equity), Rollover %, 2nd exit multiple on rollover — and returns Cash at close, Second bite value, Total proceeds, along with a full projection table you can export.
How do I use the Rollover Equity (Second Bite) Simulator?
Enter your own figures in the input fields above — Sale value (your equity), Rollover %, 2nd exit multiple on rollover, and the rest. The model recalculates instantly and shows the resulting Cash at close and full breakdown. No sign-up needed to run it.
Is the Rollover Equity (Second Bite) Simulator free?
Yes — you can run the simulator and see the headline results for free. Toolkit Pro unlocks the full projection table, Excel/PDF export, saved scenarios, and AI analysis: $180/mo, $1,728/yr, or unlock any 3 simulators for $20.
What's the difference between this and a free calculator?
A calculator answers one question. This simulator models the full picture — multiple linked assumptions, a projection table, and scenario comparison — the way an operator would build it in a spreadsheet, but instantly.
Who built the Rollover Equity (Second Bite) Simulator?
The Crimson Bench's Ivy League-educated operators — the same people we deploy into C-suites. This is the self-serve version of a model they'd build inside a live engagement.
Is this financial advice?
No. The Rollover Equity (Second Bite) Simulator is an educational modeling tool for directional planning — not financial, investment, tax, or legal advice. Validate any real decision with a qualified professional.
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The Crimson Bench · Est. 2002 · Founded in New York City
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