Collection

Cap Tables

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How to model proratas

Details on what prorata rights are and how to calculate them in equity financing rounds.

Cap Table Scenario Modeling for Fundraising and Exits

Using the Cap Table and Exit Waterfall and an import of a share register to create scenarios for fundraising rounds and proceeds from exits.

Cap Table Hygiene

Technical and practical considerations to keeping a clean cap table.

Cap Table and Exit Waterfall Masterclass

6 session, 9 hour 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, all students will receive videos, slides, and practical spreadsheets for learning how to build cap tables.

Beginning Cap Tables

modeling equity

1 session, 1.5 hour beginning-level course for founders and VCs to understand the fundamentals of cap tables and modeling equity fundraises. Register to join the next live session or watch the recording, and get immediate access to course instructional spreadsheets and extra videos.

Cap Table and Exit Waterfall Tool

Financial model template to create a capitalization table through multiple rounds of investments via equity, SAFEs, and convertible notes, and forecast how investment rounds impact ownership, dilution, valuations, and distribution of proceeds to entrepreneurs and investors through a detailed exit waterfall.

Intermediate Cap Tables

modeling convertibles

2 session, 3 hour intermediate-level course for founders, VCs and lawyers to build cap tables modeling SAFEs, convertible notes, options, and warrants. Register to join the live sessions or watch recordings, and get immediate access to course instructional spreadsheets and extra videos.

Intermediate Exit Waterfalls

2 session, 3 hour intermediate-level course for founders, VCs and lawyers to build exit waterfalls for liquidity distributions. Register to join the live sessions or watch recordings, and get immediate access to course instructional spreadsheets and extra videos.

Cap Table and Waterfall Analysis

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.

Equity round, SAFE and Convertible Note calculator.

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SAFE and Convertible Note calculator.

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Modeling Anti-Dilution

How to model anti-dilution for equity shareholders in the Cap Table and Exit Waterfall Tool

Modeling Convertibles

How to model convertible notes, premoney SAFEs, and postmoney SAFEs in the Cap Table and Exit Waterfall Tool

Modeling Equity Rounds

How to model new equity rounds in the Cap Table and Exit Waterfall Tool

Modeling Option Pools

How to model the creation and changes in option pools in the Cap Table and Exit Waterfall Tool

Modeling Exit Waterfalls

How to model exit waterfalls in the Cap Table and Exit Waterfall Tool

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