Live masterclass for founders, investors, and laywers to learn the structures and math for building cap tables and exit waterfalls.
CFO and Advisor
Cap tables are confusing. I've helped over 25,000 founders and venture capitalists with tools to understand how equity, convertible notes, SAFEs, and tokens impact their cap tables, dilution, and ownership. Join the masterclass to learn the terms, math, and important insights.
Many companies offer an L&D or education budget that can cover the cost of this course. Learn more from Maven about how to expense this course. >
Build a cap table from scratch.
Understand the math and structures necessary to create fundraising rounds, convert notes and SAFEs, calculate proratas, and more.
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, from scratch.
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.
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).
Optional Case Study
The case study is optional, but a great opportunity to apply your learnings from the class. 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.
4 live sessions + 2 office hours + downloadable tools and instructional videos.
Tuesdays & Thursdays
12:00 - 1:30 PM EST
3-4 hours per week time commitment
Sessions are on Tuesdays and Thursdays, each session is 1.5 hours, 12 to 1:30 PM Eastern Time (ET).
Next cohort is January 2023
Cohort 6 is scheduled for January 2023, on the 10th, 12th, 17th, 19th, and the optional case study review on the 24th. If the dates do not work for you, sign up on Maven to be notified when the next cohorts are scheduled, or consider the one-day workshop Build a Cap Table from Scratch.
Four 1.5-hour long workshops plus one optional case review
Plus always available for questions and support through the online community hosted on Maven, a platform for cohort-based courses that will be the hub for course materials, slides, sample spreadsheets, the syllabus with links to videos and materials, and Q&A.
No required homework
The time commitment is manageable for busy professionals. Actionable takeaways that you can use in your businesses today.
Optional case study
If desired, you have the option to work through a case study, practice what we learn, and get direct feedback on your work.
Join live, rewatch anytime
All sessions are recorded, so you can watch them at your own time if you can't attend.
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.
More past workshops at Workshops
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.
After you click on the link to book, you'll be redirected to register for the course at Maven, the host of my course.
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You will receive a receipt and next steps on the course after purchase. Note, you will see Foresight on your payment card or PayPal statement.
Get help buying. Call (or text, WhatsApp, et.al.) 1-646-770-0052.