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.
