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New Courses on Financial Modeling

Nov 2, 2022 · Courses on modeling cap tables, venture funds, and more.

Taylor Davidson

Managing Director / Founder

I recently lanched a few new coursess to help people leverage models and apply finance to real-world decisions, here's a quick overview of the current course listing:

  • The Cap Table and Exit Waterfall Masterclass is a live, 4 session (plus 2 office hours) masterclass over three weeks, covering how to model cap tables, equity fundraises, SAFE and convertible notes, options, and exit waterfalls and returns to shareholders. I've taught over 150 VCs, founders, CFOs, and lawyers through 5 cohorts this year, and it's rated a 9.1 out of 10. More here >

  • A new "short course" on cap tables called Build a Cap Table from Scratch as a 3 hour workshop that focuses on the fundamentals on how to model issuing equity, converting SAFEs and convertible notes, and modeling changes in option pools. First session is December 8th, sign up here >

  • How to Model Venture Funds is another 3 hour workshop, created to help VCs, angel investors and syndicate leads learn the mechanics to modeling venture funds. First session is November 16th, sign up here >

  • Finance for Founders is a live, four class workshop over 2 weeks to help founders learn how to create and run a budgeting, forecasting, and reporting process at a startup, created with Christian Wattig of FP&A Prep. Second cohort starts December 5th, sign up here >

All classes focus on teaching you how to build your own models and analyses, using examples in Excel and Google Sheets but with the goal for you to be able to create your own models from scratch.

Here's what a few people have said about the courses:

"The course was great for reinforcing my overall knowledge of cap tables and start-up financing options. Taylor did a very nice job."

"Taylor's classes, videos and resources were very helpful as I further navigate cap tables. My understanding of dilution and waterfall modeling has greatly improved as a result of his class. Taylor was quick to respond to questions and provide updated resources based on class responses / questions. I would highly recommend this class"

"I really like the step-by-step templates to help understand how the maths work in building out cap tables and scenarios."

Questions, ask anytime.

If you're curious about what the classes are like, here is a recent workshop about modeling SAFEs, and you can watch the replay, download the slides, and get the spreadsheet.

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