Venture Valuation Tool

Taylor delivers an effective and interesting sequence of lessons to model pre-seed, seed and letter rounds and the impact to outcomes by different instruments. I left the course feeling that I can absolutely model out a cap table for a series of fundraising rounds effectively and I have an excellent baseline with which to evaluate the result of different instrument choices when making tactical decisions while doing due diligence on deals. Can't recommend the class more! Cap Table Masterclass

Taylor helped me clarify my conceptual understanding of how the SAFE note terms are modeled, including the distinction between ... Pre- vs Post-Money Cap SAFEs. Cap Table Tool

Absolutely loved working with Taylor and Foresight as we built out the next iteration of our financial model - would continue to recommend him to any founder who is looking for a scalable financial model + excellent support with tailoring it to a company's specific needs. Standard Financial Model

I couldn't have better things to say about getting additional guidance from Taylor to ensure I maximize the utility of the standard model when embarking on modeling some new (to me) complexities. Absolutely worth the price of admission and would do it again when I have other challenges to tackle when building a tailored strategic model for clients. Get Started

I really enjoyed taking this course. Very knowledgeable instructor, and access to tons of resources. I think it's also important to note that depending on your baseline knowledge, you may need to dedicate time outside of the course to understanding and retaining the concepts. Cap Table Masterclass

Anyone can toss together a quick and careless excel spreadsheet but what is it really worth if it doesn't truly tell the story of the business? Taylor took the time to understand the ins and outs of our business and helped build a flexible model that made sense. His guidance and work helped secure us a loan from the bank (who thought it was one of the best models they've ever seen). Custom Services

Foresight's Venture Model was extremely helpful for us as we mapped out our capital allocation strategy for both existing and forecasted funds. The model is more robust than anything we could have built in-house in such a short time period. It provides all the information we want, from a portfolio dashboard to operating forecasts and financial statements for our funds & management company alike. Taylor's published guidelines make it very easy to navigate the model, and in case that wasn't enough, his customer support has been exceptional -- he is prompt, thoughtful, and generously thoughtful with his responses to our questions. We look forward to continuing to use his products and services. Venture Investor Model

Thank you for this extraordinary and practical template. Venture Capital Model

Taylor was very helpful in helping me understand the nuances of a waterfall model. He is a powerful educator who cares about his clients. Cap Table Services

So easy to understand. Thanks for the video and very useful tool - makes a potentially complex process very easy. Cap Table Tool

Great course for Cap Table 101. Taylor covered all the important concepts and explained them very well. Learned a lot - thank you! Cap Table Masterclass

I discovered Taylor’s Foresight thanks to OpenVC.app's high praise of his work which I must concur with. Not only is the model itself excellent: very powerful, flexible, and does what SaaS owners need, but above and beyond that, the speed and quality of Taylor’s support when you get stuck is exceptional. I would argue he undercharges for the quality of the product and service he offers. I highly recommend Foresight and Taylor, you won’t be disappointed. Standard Financial Model

This course was great because you could get real-world practice with a realistic VC fund model and work through some of the issues you would face in actually building your own from scratch. Very helpful for my growth. How To Model Venture Funds

This course did a great job building up to the case study - we started with fundamentals of modeling different investment scenarios and then progressed to waterfall analysis and a case study. Taylor is incredibly knowledgeable and makes himself available to answer questions as they come up. He also has a lot of helpful videos recorded to help with course work if needed. Cap Table Masterclass

These templates are worth their weight in gold. Hired Foresight for a few hours to customize the template and we moved mountains. Best money spent! Standard Financial Model

Taylor leads a highly collaborative and instructional program which breaks down a higly complex subject into digestible and accessible components. I left the course comfortable not just with knowledge of the mechanics of a model, but the theory and "so what" context around cap table modeling and term sheet negotiations. Cap Table Masterclass

Extremely helpful tool that saved us countless hours. Venture Capital Model

The Manual Portfolio Fund offers a unique granularity that sets it apart. The detailed insights provided are much appreciated, making it an invaluable tool for managing investments. Highly recommended! Venture Capital Model

Taylor's Venture Investor Model is very well-crafted and elegant. The Excel sheets are easy to work with, and Taylor is very responsive to any questions. Highly recommended! Venture Investor Model

I love this spreadsheet and recommend it highly. Cap Table Tool

I was provided the cap table and exit waterfall tool and instruction as part of the Canadian Women in VC Bootcamp. Modeling cap tables and waterfalls can be incredibly challenging, especially when there is a number of existing convertible securities. Foresight's tool was easy to follow and modify for use in a number of different exit modeling scenarios I have since done. Cap Table Tool

Taylor is very clearly a seasoned expert and passionate teacher. The course is a great way to get your hands dirty building a venture model. I would recommend for emerging managers or those looking to augment their skillsets and up-level their thinking as it pertains to capital allocation, cash flow modeling and downstream impact of early decisions in fund formation. How To Model Venture Funds

I found this course to be very helpful and informative. Looking forward to building my first [cap] table! Build A Cap Table From Scratch

Excellent coverage of modeling a VC fund both from a portfolio construction viewpoint and an operating viewpoint. Instructor interacts with participants in a workshop format and shows how excel templates work and impacts of assumptions. How To Model Venture Funds

There is a lot of information available on the web. Many tools solve part of the problem, some posts provide a small level of insight, others a slightly greater level. After 4 or 5 hours of research, I discovered Foresight. My only wish was to have discovered it earlier! This is the most effective, practical and well thought through modelling template. For such an important and foundational element of a business. to structure and optimise the agreements that are made at an early stage and forecast, with confidence, is a huge problem solved. Thank you!! Standard Financial Model

Great primer for first time learners looking to break the ice on cap tables and a great refresh for anybody looking to brush up on dormant skills around modeling fundraising for startups. Build A Cap Table From Scratch

Liked the way theory and practice were presented. Taylor really walked us through a lot of scenarios, and was clear in his explanations and always open to questions. Cap Table Masterclass

I continue to use and recommend the Cap Table + Round + Exit model + other tools that [Taylor] provides. Some are free, all are valuable. (Have paid ~$300 and saved so much time and money over years as a Founder CEO, Angel, VC). Cap Table Tool

Taylor is my go-to for anything that has to do with financial models. He has the experience and perspective to help understand business challenges and develop winning business models. Standard Financial Model

Fantastic tool Venture Valuation Tool

Fantastic course! Taylor not only explains the mechanics of how to model a fund well, he also provides valuable insights into the questions to answer so that the model will reflect the reality and be feasible to execute. Taylor encourages us to ask questions and patiently answered all of them, the shared model spreadsheets were also very helpful. I also picked up some spreadsheet formulae tricks. How To Model Venture Funds

Relevant and helpful information for emerging fund managers. Tremendous value for the price point. Would highly recommend. How To Model Venture Funds

The course is really worth it. It is easy to follow and the materials are very well thought through. Cap Table Masterclass

Learned SO MUCH from Taylor. The live sessions, examples, and assignments just really helped break down so many complex topics. Really appreciated the thoughtfulness Taylor takes in the course design. Cap Table Masterclass

I urgently needed to be able to model Cap Table scenarios internally and with a prospective investor for my startup.Taylor's cap table model was perfect and I was able to reach out to Taylor and engage his services to help me answer questions I had and gain deeper insight into the subject matter. Cap Table Tool

Excellent course. It is a difficult topic to present as attendees will have different experience levels - and Taylor did a great job making this work for all attendees. How To Model Venture Funds

Your model is outstanding, both from an organizational standpoint but also from a technical perspective (coming from a fellow excel nerd). You saved our startup considerable time vs. starting from scratch. Standard Financial Model

Great resource for modeling venture funds. Taylor has probably seen more scenarios than anyone else, which makes him a great instructor for the class. How To Model Venture Funds

Taylor is a true expert who knows how to simplify complex concepts and communicate them with excitement and authority. As a guest speaker in my Maven venture capital course, Taylor had the difficult assignment of teaching the fundamentals of capitalization tables and portfolio construction in 90 minutes. He was fantastic! He covered a ton of material and patiently answered students' questions as they arose. He offered a wealth of free or easily-accessed resources, and he even stayed longer than he had promised so he could engage with students. Taylor collaborated extensively with me on the design of the session, and he was very well prepared to teach the class. I would definitely work with him again. How To Model Venture Funds

This course was amazing - it really laid out the foundations of learning a Cap Table and built up from there. I liked the scenario-style of learning, it allowed me to go over everything in my own time. Taylor's teaching also built my confidence by breaking everything down into easy to understand concepts. Build A Cap Table From Scratch

Taylor was extremely helpful and provided a service that far exceeded our expectations. The model was very well structured and I was able to modify it to my needs. Taylor helped me along the way to make sure I understood the model well. We had great feedback from investors, which is great because it was my first time putting together a financial model! Standard Financial Model

Taylor's SaaS model has helped me quickly and easily build a financial model. It allowed me to easily capture the assumptions about my business model and discuss them with my investors. Allowing me to close a high six-figure seed round in record time. Saas Financial Model

Excellent tool for conceptualizing outcomes of different strategies. Venture Investor Model

There is no other way to put it; Taylor knows his stuff. From his financial model (which I have been using for years) to this course, his work always exceeds expectations. This course covers everything I expected and much more. The detail on SAFES, option pools, and exit waterfalls was the refresher I needed. Overall feel like I am now equipped for any cap table scenario. Cap Table Masterclass

Really well organized and broken down into steps that build on one another. Cap Table Masterclass

Great [model]! Thoughtfully prepared and executed. Venture Capital Model

The starter model made it super easy for me to create a 5 year plan for our new business. Worth the investment. Taylor has also been super helpful and jumped on a call to explain how things worked. He went above and beyond what I expected. Starter Financial Model