ProductsServicesCap Tables

Cap Table and Waterfall Analysis

$495
USD
75
+

Custom assistance with cap table and liquidity waterfall scenario modeling for funding rounds and exits. Transparent, auditable forecasts of future funding rounds and distribution waterfalls to forecast ownership, returns, and return metrics for entrepreneurs and investors.

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5 out of 5 stars

“Taylor was very helpful in helping me understand the nuances of a waterfall model. He is a powerful educator who cares about his clients.”

Alex Koutromanos
Analyst

How I'll Help

I offer a range of services to companies looking to forecast future funding rounds and distribution waterfalls to forecast ownership, returns, and return metrics for entrepreneurs and investors. Leveraging the Cap Table and Exit Waterfall as a base, we can use your existing cap table - often created using an export of the current cap table from Carta, Captable, and Shareworks - in the Cap Table and Exit Waterfall model to create an auditable, transparent forecast of the impact of future funding and liquidity scenarios.

Check out Cap Table Scenario Modeling for Fundraising and Exits for a detailed video and description of how I typically build cap tables and exit waterfalls to understand the impact of fundraising rounds, calculate returns to shareholders, and more.

Logistics

Schedule above or contact me to inquire about a new project.

Author

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.

More about me
  • Started building models for startups in 2000
  • Started Foresight in 2008, full-time since 2014
  • Have worked with thousands of entrepreneurs and venture funds on financial models
  • Former NYC-based venture capital investor
  • Angel investor in 100+ companies
  • Experience in ecommerce growth and analytics
  • Former private equity analyst, strategy consulting associate
  • Former professional photographer
  • MBA in Finance and Accounting