Live 3 hour workshop for first-time founders and junior VCs to build a cap table for a startup, modeling equity, SAFEs, convertible notes, and options.
Investor / Executive
Today more than ever, it's important to know how fundraising structures impact ownership and dilution as valuations change. In this live 3 hour workshop over Zoom we will build a cap table using examples of equity, SAFEs, convertible notes and options and you'll leave with a model you can use.
For an intro to the topic, check out How to Model a Venture Capital Fund.
The Cap Table and Exit Waterfall Masterclass covers four lectures, is 2x longer in lecture time, offers additional Q&A sessions, and varies in terms of content in a few key ways:
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. >
Understand how to calculate share counts, share prices, ownership, and dilution
Build an example cap table to show you how to calculate the key aspects of cap tables, including price per share, share counts, ownership percentages, and how raising capital dilutes shareholders.
Model common and preferred equity
Learn how common and preferred equity are modeled on cap tables, and why founders and investors care about different share classes.
Learn how to issue and convert SAFEs and convertible notes
Build a cap table showing how to issue SAFEs and convertible notes, how to calculate the number of shares to issue and share prices at conversion in equity financings, and what terms to care about when negotiating these instruments.
Learn how to create and expand option pools
Learn how to create new option pools and expand existing option pools through equity fundraising events, how options dilute existing shareholders, and what to look for when negotiating option pools and valuation.
The three hour workshop is structured to cover the core concepts and build a practical example of a cap table that you can use.
Thursday, December 8th
12:00 - 3:00 PM EST
Modeling a cap table from start to finish in two and a half hours, with Q&A, live over Zoom, hosted on Maven, a platform for cohort-based courses.
Learn to build your own models
We'll leverage the cap table templae, but build a model live that you can use as a foundation for your own models. Always available for questions and support on fund modeling afterward.
No required homework or prereading
Structured to be manageable for busy professionals with actionable takeaways that you can use in your businesses today.
Join live, rewatch anytime
The workshop is recorded, so you can watch at your own time if you miss part of the workshop or want to refresh yourself on the topic.
Sign up to get notified about future dates
Sign up at Maven to get notified about future workshop dates.
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.
Maven accepts credit cards and debit cards. The transmission of your billing information is encrypted using secure socket layer technology (SSL/TLS). Foresight does not have access to your payment details.
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.