6 session, 9 hour hybrid masterclass for founders, investors, and lawyers to learn the structures and math behind building cap tables and exit waterfalls. Join live for interactive sessions or watch the recordings on your own time, complete with videos, slides, and practical spreadsheets for learning how to build cap tables.
5 out of 5 stars
“There is no other way to put it; Taylor knows his stuff. From his financial model (which I have been using for years) to this course, his work always exceeds expectations. This course covers everything I expected and much more. The detail on SAFES, option pools, and exit waterfalls was the refresher I needed.”
Today more than ever, it's important to know how fundraising structures impact ownership and dilution as valuations change, but the terminology and structures can often be confusing and opaque even to people experienced in finance. Even if you are working with experienced investors, lawyers, and founders, knowing the fundamentals of how venture financing structures work can save you from costly misunderstandings and errors.
I've helped over 30,000 founders and venture capitalists with tools and classes to understand how equity, convertible notes, SAFEs, and tokens impact their cap tables, dilution, and ownership. This six session workshop provides a comprehensive education on modeling equity fundraises, convertible financing instruments (e.g. convertible notes and SAFEs), options, warrants, exit waterfalls.
You'll leave the sessions with access to a spreadsheet resource library covering numerous examples of cap table calculations, slides and videos for you to review whenever you need, and a solid understanding of the fundamentals.
Build a cap table from scratch.
Understand the math and structures necessary to create fundraising rounds, convert notes and SAFEs, calculate proratas, antidilution, and more.
Understand how fundraising rounds impact cap tables.
Understand how to calculate dilution and ownership over time to understand the impact of different fundraising structures (equity, notes, SAFEs).
Build an exit waterfall from scratch.
Understand the terminologies and math involved in showing how proceeds from an exit are distributed to the owners of a business, and be able to build your own. Learn how to use that waterfall to model investor returns and assist with valuation decisions.
Create scenario analyses around fundraising events.
Be able to take a list of shareholders, rounds, share prices, and more from any cap table management software and create your own custom scenario analyses around future fundraising rounds or exits.
Case Study
Apply what you've learned through a practical example of modeling a proforma cap table through multiple financing rounds and an exit. You can work on the case along with the classes, ask questions in the community, and we will cover it in the course wrap-up and Q&A.
Many companies offer an L&D or education budget that can cover the cost of this course. If you need help with a letter to submit for reimbursement, contact me. If you need an invoice, you can generate an invoice from your email purchase receipt and fill in the necessary information.
Intermediate Cap Tables is available a la carte as a standalone class, or as part of the comprehensive Cap Table and Exit Waterfall Masterclass. The goal is to allow you to learn on your own terms: start at any level, sign up for just the topics you want to learn (prerequisites not required), and allow you to progress on your own time.
The Masterclass includes all of the classes from Beginning Cap Tables, Intermediate Cap Tables, and Intermediate Exit Waterfalls, as well as an additional practical case study section and access to an online community only for the masterclass participants. You can start with any section (prerequisites not required), register for additional sections, and upgrade to the Masterclass and apply what you've paid for the sections towards the cost of the Masterclass (which is discounted compared to registering for each class separately).
Not sure what level is right for you? Contact me and I'll help you figure out the best for your goals and objectives.
No prior knowledge of cap tables required
This is a comprehensive class that starts with basic cap table structures and how to do the calculations for issuing equity (e.g. valuations, share prices, share counts), through more intermediate and advanced level topics around convertibles, options, and exit waterfalls.
Self-paced lessons
1 module per week with slides, spreadsheet, background readings. Watch the 1.5 hour recording of a class on the material, or join each module's live class for Q&A and interaction.
Bite-sized projects
Practical exercises for you to apply what you learn in class. Download an example of the exercises here. The time commitment (1 hour per week) is manageable for busy professionals, with actionable takeaways to use in your business.
Live sessions
1.5 live session with Taylor and the rest of the cohort for going over the material, Q&A, and exercises to dive deeper into that week's material. Sessions are on Tuesdays at 12 PM Eastern time.
Focus on first principles
This class does not teach the cap table template, but aims to teach you the fundamentals on how to build your own models by focusing on the fundamental concepts and applying them in the mini-cases. Always available for questions and support on fund modeling afterward.
Interactive and examples-based
My live sessions are structured to be interactive with ample opportunity to ask questions and participate in building the answers to the example models we will build during each session.
Here is a sample of the material covered, from a webinar about cap tables and how to model SAFEs. We did an overview of how to build a cap table model, and focused on issuing and converting premoney and postmoney SAFEs. Replay below, slides here, and Download to Excel or copy to Google Drive the sample spreadsheet here.
This was a free, live workshop on modeling anti-dilution and their impact on cap tables. Understanding how down rounds impact dilution is an important area for companies in today's climate, I covered the theory and practice in modeling anti-dilution protection, with practical examples for you to use. Download the slides and spreadsheet here.
More past workshops at Workshops
Why do you teach this?
Back when I worked as a VC, even though I talked about the structures and mechanics of fundraising rounds and cap tables, it's only after I left and built out Foresight that I really learned the details and math behind how they work. I learned the hard way, and after helping hundreds of founders and VCs individually, I'm sharing it with you.
How do I know if this will be valuable for me?
If you are a founder preparing for a fundraising round, or you are a lawyer or venture capitalists that works on deal execution, then this can be integral to your job.
What if I cannot make the scheduled dates?
It's a hybrid class. All sessions are recorded and available to watch after the session, and I am available to answer any questions by email. I know that scheduling is hard, and that everyone learns differently, so I aim to provide the same experience to people regardless of whether they join live or watch recordings (about 50% of students only watch the recordings).
I work full-time, what is the expected time commitment?
The goal is for you to be able to spend about 2-4 hours per week (for 6 weeks) attending live session or watching the recordings, and if desired, budget additional time to review the additional spreadsheet materials and videos, and if you really want to learn the topic, apply them by building your own cap table.
Will my employer pay for the course?
This course is highly practical for founders, venture capitalists, and lawyers working on venture fundraising. Many companies offer an L&D or education budget that can cover the cost of this course. If you need help with a letter to submit for reimbursement, contact me. If you need an invoice, contact Maven to request an invoice.
What if I can't afford the course?
The Cap Table and Exit Waterfall Tool by Foresight has been downloaded for free by over 25,000 entrepreneurs, VCs, accountants, lawyers and finance professionals from around the world, and is structured to be an instructional tool on how cap table math works. Feel free to ask questions anytime.
Can you run this for smaller groups?
Yes! I offer corporate workshops. If you'd like to run this masterclass or components of the syllabus as a workshop just for your firm, contact Taylor to discuss.
Will there be a community with the course?
There is a private community space for participants in the Cap Table and Exit Waterfall Masterclass where you can share your ideas, get feedback, ask for help, and more, but access to that is not included in the individual courses.
I have questions, who do I contact?
Happy to help, just contact Taylor by email or setup a quick chat to discuss.
5 star reviews
4 star reviews
3 star reviews
2 star reviews
1 star reviews
Very useful, gives clear ideas on key concepts, specially for VCs that are so worried on how a new round affects exit values etc. and clear instructions on how an exit waterfall works. Fantastic models people can use to build own models in real life work.
Great class! Great instructor! You will leave this course feeling confident in cap table modeling and exit waterfall analysis from the very simple to the more complex scenarios. Taylor teaches you the concepts that make modeling easy. Highly recommend.
Great course for understanding the math and logic necessary to model cap tables and waterfalls. This coming from someone who had no prior experience.
Great course with extremely supportive instructor. We covered a lot of material in a very short span of time which was very impressive. I love that Taylor provides access to the material even after the course is done, allowing me the time necessary to fully absorb.
Taylor delivers an effective and interesting sequence of lessons to model pre-seed, seed and letter rounds and the impact to outcomes by different instruments. I left the course feeling that I can absolutely model out a cap table for a series of fundraising rounds effectively and I have an excellent baseline with which to evaluate the result of different instrument choices when making tactical decisions while doing due diligence on deals. Can't recommend the class more!
I really enjoyed taking this course. Very knowledgeable instructor, and access to tons of resources. I think it's also important to note that depending on your baseline knowledge, you may need to dedicate time outside of the course to understanding and retaining the concepts.
Great course for Cap Table 101. Taylor covered all the important concepts and explained them very well. Learned a lot - thank you!
This course did a great job building up to the case study - we started with fundamentals of modeling different investment scenarios and then progressed to waterfall analysis and a case study. Taylor is incredibly knowledgeable and makes himself available to answer questions as they come up. He also has a lot of helpful videos recorded to help with course work if needed.
Taylor leads a highly collaborative and instructional program which breaks down a higly complex subject into digestible and accessible components. I left the course comfortable not just with knowledge of the mechanics of a model, but the theory and "so what" context around cap table modeling and term sheet negotiations.
Liked the way theory and practice were presented. Taylor really walked us through a lot of scenarios, and was clear in his explanations and always open to questions.
Learned SO MUCH from Taylor. The live sessions, examples, and assignments just really helped break down so many complex topics. Really appreciated the thoughtfulness Taylor takes in the course design.
There is no other way to put it; Taylor knows his stuff. From his financial model (which I have been using for years) to this course, his work always exceeds expectations. This course covers everything I expected and much more. The detail on SAFES, option pools, and exit waterfalls was the refresher I needed. Overall feel like I am now equipped for any cap table scenario.
Really well organized and broken down into steps that build on one another.
5 star reviews
4 star reviews
3 star reviews
2 star reviews
1 star reviews
Taylor was extremely organized and made efficient use of time while covering a complex topic. He comes prepared with a wealth of tools and templates that allow one to continue learning and practicing independently after the course. Build A Cap Table From Scratch
Very useful, gives clear ideas on key concepts, specially for VCs that are so worried on how a new round affects exit values etc. and clear instructions on how an exit waterfall works. Fantastic models people can use to build own models in real life work. Cap Table Masterclass
Great class! Great instructor! You will leave this course feeling confident in cap table modeling and exit waterfall analysis from the very simple to the more complex scenarios. Taylor teaches you the concepts that make modeling easy. Highly recommend. Cap Table Masterclass
Great course and format. Covers from the basics to more complex topics and Taylor did an amazing job on having a hands on approach as he didn't stick to the theory and was building models in real time. How To Model Venture Funds
Great course for understanding the math and logic necessary to model cap tables and waterfalls. This coming from someone who had no prior experience. Cap Table Masterclass
Great course with extremely supportive instructor. We covered a lot of material in a very short span of time which was very impressive. I love that Taylor provides access to the material even after the course is done, allowing me the time necessary to fully absorb. Cap Table Masterclass
Excellent course to get all the basics covered to build a cap table! Course material and contents are succinct. Above all, Taylor did a great job explaining every single step of creating a cap table! I will highly recommend this course to founders. Build A Cap Table From Scratch
I thoroughly enjoyed the course! Taylor made it incredibly interesting, yet still managed to keep it simple. Even though I'm familiar with funds and excel, I found it difficult to model everything accurately from scratch. However, the free templates that Taylor provided were incredibly helpful - they pushed me to go further than what I'm used to. The workshop was also great, Taylor's "start small and scale" approach really helped me to understand and appreciate the models. How To Model Venture Funds
Taylor is a terrific instructor who patiently walks through every model that he has built and thoughtfully answers all questions; regardless of how nuanced or basic. He is also quite generous with his time and additional materials, so the value of the course is quite evident. Finally, its clear how much he loves this material and will happily go on a tangent where you can nerd out about different elements of the course. How To Model Venture Funds
This is training that you actually get to take home with you and implement - a rare thing in business education. Taylor is very good at answering project-specific follow-on questions and the course materials deserve proper attention: reading and implementing via spreadsheets. How To Model Venture Funds
Taylor delivers an effective and interesting sequence of lessons to model pre-seed, seed and letter rounds and the impact to outcomes by different instruments. I left the course feeling that I can absolutely model out a cap table for a series of fundraising rounds effectively and I have an excellent baseline with which to evaluate the result of different instrument choices when making tactical decisions while doing due diligence on deals. Can't recommend the class more! Cap Table Masterclass
I really enjoyed taking this course. Very knowledgeable instructor, and access to tons of resources. I think it's also important to note that depending on your baseline knowledge, you may need to dedicate time outside of the course to understanding and retaining the concepts. Cap Table Masterclass
Great course for Cap Table 101. Taylor covered all the important concepts and explained them very well. Learned a lot - thank you! Cap Table Masterclass
This course was great because you could get real-world practice with a realistic VC fund model and work through some of the issues you would face in actually building your own from scratch. Very helpful for my growth. How To Model Venture Funds
This course did a great job building up to the case study - we started with fundamentals of modeling different investment scenarios and then progressed to waterfall analysis and a case study. Taylor is incredibly knowledgeable and makes himself available to answer questions as they come up. He also has a lot of helpful videos recorded to help with course work if needed. Cap Table Masterclass
Taylor leads a highly collaborative and instructional program which breaks down a higly complex subject into digestible and accessible components. I left the course comfortable not just with knowledge of the mechanics of a model, but the theory and "so what" context around cap table modeling and term sheet negotiations. Cap Table Masterclass
Taylor is very clearly a seasoned expert and passionate teacher. The course is a great way to get your hands dirty building a venture model. I would recommend for emerging managers or those looking to augment their skillsets and up-level their thinking as it pertains to capital allocation, cash flow modeling and downstream impact of early decisions in fund formation. How To Model Venture Funds
I found this course to be very helpful and informative. Looking forward to building my first [cap] table! Build A Cap Table From Scratch
Excellent coverage of modeling a VC fund both from a portfolio construction viewpoint and an operating viewpoint. Instructor interacts with participants in a workshop format and shows how excel templates work and impacts of assumptions. How To Model Venture Funds
Liked the way theory and practice were presented. Taylor really walked us through a lot of scenarios, and was clear in his explanations and always open to questions. Cap Table Masterclass
Learned SO MUCH from Taylor. The live sessions, examples, and assignments just really helped break down so many complex topics. Really appreciated the thoughtfulness Taylor takes in the course design. Cap Table Masterclass
Excellent course. It is a difficult topic to present as attendees will have different experience levels - and Taylor did a great job making this work for all attendees. How To Model Venture Funds
Taylor is a true expert who knows how to simplify complex concepts and communicate them with excitement and authority. As a guest speaker in my Maven venture capital course, Taylor had the difficult assignment of teaching the fundamentals of capitalization tables and portfolio construction in 90 minutes. He was fantastic! He covered a ton of material and patiently answered students' questions as they arose. He offered a wealth of free or easily-accessed resources, and he even stayed longer than he had promised so he could engage with students. Taylor collaborated extensively with me on the design of the session, and he was very well prepared to teach the class. I would definitely work with him again. How To Model Venture Funds
This course was amazing - it really laid out the foundations of learning a Cap Table and built up from there. I liked the scenario-style of learning, it allowed me to go over everything in my own time. Taylor's teaching also built my confidence by breaking everything down into easy to understand concepts. Build A Cap Table From Scratch
There is no other way to put it; Taylor knows his stuff. From his financial model (which I have been using for years) to this course, his work always exceeds expectations. This course covers everything I expected and much more. The detail on SAFES, option pools, and exit waterfalls was the refresher I needed. Overall feel like I am now equipped for any cap table scenario. Cap Table Masterclass
Really well organized and broken down into steps that build on one another. Cap Table Masterclass
5 star reviews
4 star reviews
3 star reviews
2 star reviews
1 star reviews
Taylor was extremely organized and made efficient use of time while covering a complex topic. He comes prepared with a wealth of tools and templates that allow one to continue learning and practicing independently after the course. Build A Cap Table From Scratch
Very impressive. Incredibly comprehensive. Taylor is quick to respond to any queries. Standard Financial Model
Very useful, gives clear ideas on key concepts, specially for VCs that are so worried on how a new round affects exit values etc. and clear instructions on how an exit waterfall works. Fantastic models people can use to build own models in real life work. Cap Table Masterclass
Great class! Great instructor! You will leave this course feeling confident in cap table modeling and exit waterfall analysis from the very simple to the more complex scenarios. Taylor teaches you the concepts that make modeling easy. Highly recommend. Cap Table Masterclass
Rebuilding our financial model starting with a Foresight template — and layering in Taylor’s consulting — saved me a considerable amount of time and resulted in a far more sophisticated model. Working with Taylor allowed me more time to focus on my business and my fundraising. I would recommend a Foresight template to any business owner. Standard Financial Model
Worth every penny! Purchased the Saas Model two years ago, and Taylor *still* swiftly responds to every email any time a question or need arises. He is extremely fair + generous with rates for providing additional support throughout the customization process. Standard Financial Model
Very logically laid out and very flexible. Easy to "bring your own model". Lines can be inserted to expand the number of attributes, for example different operational metrics. And the support is great. Highly recommend. Standard Financial Model
Taylor was remarkably helpful in taking the templated model and customizing it so that it worked for our specific and very complicated use case. It was a smooth process that would not have been possible with someone who was equally great at spreadsheets but lacked Taylor's deep knowledge of venture capital. Venture Investor Model
Foresight's model is very professionally constructed, thorough and flexible. It gave us the clarity we needed as an early stage startup to pitch investors with a solid understanding of our financial needs and possibilities. Thanks to Taylor's help and the model we were able to successfully raise capital for our business. Standard Financial Model
The [Venture Investor] model is very in depth and chances are, if you have an issue the model can handle it. If you do need to make modifications and aren't sure exactly what you to do, Taylor is incredibly helpful and responsive over email. He helped me make a few unusual changes to the model and even looked through my changes. Venture Investor Model
Great course and format. Covers from the basics to more complex topics and Taylor did an amazing job on having a hands on approach as he didn't stick to the theory and was building models in real time. How To Model Venture Funds
Understanding the ins and outs fund modeling is generally not a walk in park and can be convoluted. The resources from Foresight have been a huge help towards my learnings of portfolio construction, fund metrics and waterfall analysis. Venture Investor Model
Taylor's excel models are without question the best financial models. As someone who has done freelance financial modeling, I have a great appreciation for architecture and intuitive design. Taylor's work is amazingly powerful and customizable while remaining usable for those less experienced with Excel. Standard Financial Model
Great course for understanding the math and logic necessary to model cap tables and waterfalls. This coming from someone who had no prior experience. Cap Table Masterclass
Great course with extremely supportive instructor. We covered a lot of material in a very short span of time which was very impressive. I love that Taylor provides access to the material even after the course is done, allowing me the time necessary to fully absorb. Cap Table Masterclass
Both the [model] and Taylor are amazing! Definitely recommend. Venture Capital Model
Excellent course to get all the basics covered to build a cap table! Course material and contents are succinct. Above all, Taylor did a great job explaining every single step of creating a cap table! I will highly recommend this course to founders. Build A Cap Table From Scratch
Taylor worked with us to create a custom model perfect for our unique business that helped us start off on the right foot and quickly plan for growth. I couldn't recommend it more! Starter Financial Model
Taylor provides a very detailed model. This was invaluable to us. The personal service and customisation work that was provided was of the highest level. We were up against a difficult deadline and Taylor worked with us to ensure this was met. We highly recommend the SaaS model, and personalisation work provided by Taylor. Saas Financial Model
I thoroughly enjoyed the course! Taylor made it incredibly interesting, yet still managed to keep it simple. Even though I'm familiar with funds and excel, I found it difficult to model everything accurately from scratch. However, the free templates that Taylor provided were incredibly helpful - they pushed me to go further than what I'm used to. The workshop was also great, Taylor's "start small and scale" approach really helped me to understand and appreciate the models. How To Model Venture Funds
Taylor is a terrific instructor who patiently walks through every model that he has built and thoughtfully answers all questions; regardless of how nuanced or basic. He is also quite generous with his time and additional materials, so the value of the course is quite evident. Finally, its clear how much he loves this material and will happily go on a tangent where you can nerd out about different elements of the course. How To Model Venture Funds
This is training that you actually get to take home with you and implement - a rare thing in business education. Taylor is very good at answering project-specific follow-on questions and the course materials deserve proper attention: reading and implementing via spreadsheets. How To Model Venture Funds
As a startup coach and repeat entrepreneur myself, I spend a lot of time in spreadsheets. The Foresight tools that I’ve used are easy to understand, modify, and, perhaps most importantly, the formulas are correct! Beyond the actual spreadsheets, Taylor is a wealth of knowledge and an incredibly quick communicator. He has gone above and beyond what I expected to deliver value. Runway And Cash Budget Tool
Taylor helped us with our financial model when we were planning to go raise capital. He was fast to respond and even walked us through all the dependencies of the model. When it came time to update the model a year later, he was very responsive to help and adjust it based off of our product updates. It was a great experience and am super thankful for the assistance. Standard Financial Model
Taylor delivers an effective and interesting sequence of lessons to model pre-seed, seed and letter rounds and the impact to outcomes by different instruments. I left the course feeling that I can absolutely model out a cap table for a series of fundraising rounds effectively and I have an excellent baseline with which to evaluate the result of different instrument choices when making tactical decisions while doing due diligence on deals. Can't recommend the class more! Cap Table Masterclass
Absolutely loved working with Taylor and Foresight as we built out the next iteration of our financial model - would continue to recommend him to any founder who is looking for a scalable financial model + excellent support with tailoring it to a company's specific needs. Standard Financial Model
I couldn't have better things to say about getting additional guidance from Taylor to ensure I maximize the utility of the standard model when embarking on modeling some new (to me) complexities. Absolutely worth the price of admission and would do it again when I have other challenges to tackle when building a tailored strategic model for clients. Get Started
I really enjoyed taking this course. Very knowledgeable instructor, and access to tons of resources. I think it's also important to note that depending on your baseline knowledge, you may need to dedicate time outside of the course to understanding and retaining the concepts. Cap Table Masterclass
Anyone can toss together a quick and careless excel spreadsheet but what is it really worth if it doesn't truly tell the story of the business? Taylor took the time to understand the ins and outs of our business and helped build a flexible model that made sense. His guidance and work helped secure us a loan from the bank (who thought it was one of the best models they've ever seen). Custom Services
Foresight's Venture Model was extremely helpful for us as we mapped out our capital allocation strategy for both existing and forecasted funds. The model is more robust than anything we could have built in-house in such a short time period. It provides all the information we want, from a portfolio dashboard to operating forecasts and financial statements for our funds & management company alike. Taylor's published guidelines make it very easy to navigate the model, and in case that wasn't enough, his customer support has been exceptional -- he is prompt, thoughtful, and generously thoughtful with his responses to our questions. We look forward to continuing to use his products and services. Venture Investor Model
Taylor was very helpful in helping me understand the nuances of a waterfall model. He is a powerful educator who cares about his clients. Cap Table Services
Great course for Cap Table 101. Taylor covered all the important concepts and explained them very well. Learned a lot - thank you! Cap Table Masterclass
I discovered Taylor’s Foresight thanks to OpenVC.app’s high praise of his work and I must concur: the model is everything is very powerful, flexible, and does what any SaaS owner needs. But above and beyond the model, the speed and quality of Taylor’s support when you get stuck is, well quit frankly, exceptional. I would argue he undercharges for the quality of the product and service he offers. I highly recommend the Foresight and Taylor, you won’t be disappointed. Standard Financial Model For Saas
This course was great because you could get real-world practice with a realistic VC fund model and work through some of the issues you would face in actually building your own from scratch. Very helpful for my growth. How To Model Venture Funds
This course did a great job building up to the case study - we started with fundamentals of modeling different investment scenarios and then progressed to waterfall analysis and a case study. Taylor is incredibly knowledgeable and makes himself available to answer questions as they come up. He also has a lot of helpful videos recorded to help with course work if needed. Cap Table Masterclass
These templates are worth their weight in gold. Hired Foresight for a few hours to customize the template and we moved mountains. Best money spent! Standard Financial Model
Taylor leads a highly collaborative and instructional program which breaks down a higly complex subject into digestible and accessible components. I left the course comfortable not just with knowledge of the mechanics of a model, but the theory and "so what" context around cap table modeling and term sheet negotiations. Cap Table Masterclass
Extremely helpful tool that saved us countless hours. Venture Capital Model
Taylor is very clearly a seasoned expert and passionate teacher. The course is a great way to get your hands dirty building a venture model. I would recommend for emerging managers or those looking to augment their skillsets and up-level their thinking as it pertains to capital allocation, cash flow modeling and downstream impact of early decisions in fund formation. How To Model Venture Funds
I found this course to be very helpful and informative. Looking forward to building my first [cap] table! Build A Cap Table From Scratch
Excellent coverage of modeling a VC fund both from a portfolio construction viewpoint and an operating viewpoint. Instructor interacts with participants in a workshop format and shows how excel templates work and impacts of assumptions. How To Model Venture Funds
There is a lot of information available on the web. Many tools solve part of the problem, some posts provide a small level of insight, others a slightly greater level. After 4 or 5 hours of research, I discovered Foresight. My only wish was to have discovered it earlier! This is the most effective, practical and well thought through modelling template. For such an important and foundational element of a business. to structure and optimise the agreements that are made at an early stage and forecast, with confidence, is a huge problem solved. Thank you!! Standard Financial Model
Liked the way theory and practice were presented. Taylor really walked us through a lot of scenarios, and was clear in his explanations and always open to questions. Cap Table Masterclass
Taylor is my go-to for anything that has to do with financial models. He has the experience and perspective to help understand business challenges and develop winning business models. Standard Financial Model
Learned SO MUCH from Taylor. The live sessions, examples, and assignments just really helped break down so many complex topics. Really appreciated the thoughtfulness Taylor takes in the course design. Cap Table Masterclass
Excellent course. It is a difficult topic to present as attendees will have different experience levels - and Taylor did a great job making this work for all attendees. How To Model Venture Funds
Your model is outstanding, both from an organizational standpoint but also from a technical perspective (coming from a fellow excel nerd). You saved our startup considerable time vs. starting from scratch. Standard Financial Model
Taylor is a true expert who knows how to simplify complex concepts and communicate them with excitement and authority. As a guest speaker in my Maven venture capital course, Taylor had the difficult assignment of teaching the fundamentals of capitalization tables and portfolio construction in 90 minutes. He was fantastic! He covered a ton of material and patiently answered students' questions as they arose. He offered a wealth of free or easily-accessed resources, and he even stayed longer than he had promised so he could engage with students. Taylor collaborated extensively with me on the design of the session, and he was very well prepared to teach the class. I would definitely work with him again. How To Model Venture Funds
This course was amazing - it really laid out the foundations of learning a Cap Table and built up from there. I liked the scenario-style of learning, it allowed me to go over everything in my own time. Taylor's teaching also built my confidence by breaking everything down into easy to understand concepts. Build A Cap Table From Scratch
Taylor was extremely helpful and provided a service that far exceeded our expectations. The model was very well structured and I was able to modify it to my needs. Taylor helped me along the way to make sure I understood the model well. We had great feedback from investors, which is great because it was my first time putting together a financial model! Standard Financial Model
Taylor's SaaS model has helped me quickly and easily build a financial model. It allowed me to easily capture the assumptions about my business model and discuss them with my investors. Allowing me to close a high six-figure seed round in record time. Saas Financial Model
There is no other way to put it; Taylor knows his stuff. From his financial model (which I have been using for years) to this course, his work always exceeds expectations. This course covers everything I expected and much more. The detail on SAFES, option pools, and exit waterfalls was the refresher I needed. Overall feel like I am now equipped for any cap table scenario. Cap Table Masterclass
Really well organized and broken down into steps that build on one another. Cap Table Masterclass
If you have taken this course, please complete your course survey on Maven >
Taylor Davidson, Founder, Foresight
I created the financial models behind Foresight so early-stage entrepreneurs can spend less time on finance and more time on their products. I care about financial modeling because I believe that financial models can help us make critical business decisions even if the models themselves are not “always right”. Financial models can help even the earliest entrepreneurs if we build “minimum viable models” to focus on the decisions that matter most.
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