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 & 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.

Cap Table and Exit Waterfall Masterclass

Live masterclass for founders, investors, and laywers to learn the structures and math for building cap tables and exit waterfalls.

Build a Cap Table from Scratch

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.

Build an Exit Waterfall from Scratch

Live 3 hour workshop for founders, VCs, and lawyers to learn how to build am exit waterfall or liquidity analysis for an exit event of a venture-funded startup.

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 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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