Upcoming and Past Workshops

November 2024. Webinar on modeling cap tables for GoingVC. Recording and materials available for class participants only.

October 21, 2024. Class on how to fund-level modeling, portfolio construction, and understanding VC return distributions, for Tulane University and the Tulane Venture Fund.

June 11, 2024. Free 30 minute Lightning Lesson hosted by Maven, on how down rounds and anti-dilution protections impact cap tables. Download the slides and spreadsheet here.

May 2024. This was a webinar on modeling cap tables for GoingVC. Recording and materials available for class participants only.

February 28, 2024. Graph Advisors hosted a session on how to go from fund to firm. The session was focused on giving you approaches and tools to deliver on the goals for managers actively raising beyond fund 1. Watch the replay below:

February 2024. Webinar on how to model a venture fund, from capital deployment, budgeting, portfolio construction, proceeds, and returns, for VC Lab. Recording and materials available for program participants only.

February 2024. This was a two-session class on building cap tables and exit waterfalls for the Canadian Women in VC Propeller Bootcamp, February 13 and 14, 2024.

December 2023. This was a lunch and learn with airCFO.

November 2023. This was a webinar on modeling cap tables for GoingVC. Recording and materials available for class participants only.

November 2023, June 2023. This was a session on the economics of venture capital funds, including the sources of returns, how exits happen, venture fund metrics, and more, for Venture Institute by VC Lab. Recording and materials available for class participants only.

May 2023. This was a webinar about cap table basics and an introduction to modeling portfolio construction, for Venture Fluent. Recording and materials available for class participants only.

April 12, 2023 - This was a free, live workshop on modeling anti-dilution and their impact on cap tables. Understanding how down rounds impact dilution is an important area for companies in today's climate, I covered the theory and practice in modeling anti-dilution protection, with practical examples for you to use. Download the slides and spreadsheet here.

For more on modeling cap tables, I teach the Cap Table and Exit Waterfall Masterclass, a four session course that dives deeper into the topic.

March 9, 2023, 1-2 PM ET - This was a webinar with Tactyc on how to use the forecast you created for fundraising your venture fund to actively manage your investing activity.

Tactyc is a platform for forecasting and scenario planning platform for venture capitalists. The software enables funds to construct, manage and forecast venture portfolios and empowers GPs to be more data-driven in capital and reserve allocations. Learn more at Tactyc.

December 2022. This was a webinar on modeling venture deal returns and portfolio construction through cap table scenario modeling, for Venture Cooperative, a program created by Laconia Capital. Recording and materials available for program participants only.

Thank you @tdavidson for leading a fantastic @ventureco_op workshop on VC financial modeling!

If you're interested in cap tables, waterfalls, return analyses, portfolio construction, and more, check out Taylor's work at https://t.co/j1CShTF5SL 🙏 pic.twitter.com/UUjDqNC0K7

— Laconia (@LaconiaCapital) December 14, 2022

December 2022. This was a webinar about cap table basics and an introduction to modeling portfolio construction, for Venture Fluent. Recording and materials available for class participants only.

November 2022. This was an in-person workshop about the basics of cap tables and structuring venture investments for the Venture Capital Club at the Tepper School of Business at Carnegie Mellon University. Recording and materials available for class participants only.

October 4, 2022 - This was a webinar about cap tables and how to model SAFEs. We did an overview of how to build a cap table, and focused on issuing and converting premoney and postmoney SAFEs. Replay below, slides here, and Download to Excel or copy to Google Drive the sample spreadsheet here.

For a deeper dive on the topic, check out the Cap Table and Exit Waterfall Masterclass.

Webinar on how to model a venture fund, from capital deployment, budgeting, portfolio construction, proceeds, and returns, for VC Lab. Recording and materials available for program participants only.

June 29, 2022 - This was a webinar about cap tables and how to model SAFEs. We did an overview of how to build a cap table model, and focused on issuing and converting premoney and postmoney SAFEs.

The spreadsheet used in the class is not available, the best resource for modeling cap tables is the Cap Table and Exit Waterfall Tool.

May 2022. This was a webinar on modeling cap tables for GoingVC. Recording and materials available for class participants only.

Thank you, @tdavidson of @foresighthq for joining us last week for a fantastic lecture on understanding Cap Tables to our members! To those interested in learning more about cap tables, check out this financial model for forecasting & fundraising https://t.co/SUF0siwzc6

— GoingVC (@Going_VC) May 18, 2022

April 2022. This was a free webinar about venture fund portfolio construction models with First Republic, MaC Venture Capital, and Tactyc.

​April 5, 2022 - Free class focused on modeling new rounds of financing via equity, SAFEs, and convertible notes.

The spreadsheet used in the class is not available, the best resource for modeling cap tables is the Cap Table and Exit Waterfall Tool.

January 2022. This was a private virtual workshop for Entrepreneur First on how to understand and model unit economics for startups. Recording and materials available for program participants only.