Blog

Upcoming and Past Workshops

Replays, slides, and spreadsheets from previous workshops.

This page captures links to videos, materials, and recaps of workshops I've hosted. If something is missing please contact me. [1]

Intro to Modeling Cap Tables, for GoingVC

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

Venture Capital Fund Economics, for Venture Institute

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.

Intro to Cap Tables and Portfolio Construction, for Venture Fluent

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.

Modeling Anti-Dilution for Cap Tables

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.

Using Your Venture Fund Forecast to Manage Investments

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.

Intro to Portfolio Construction, for Venture Cooperative

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.

Intro to Cap Tables and Portfolio Construction, for Venture Fluent

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.

How to model equity and convertibles, at Carnegie Mellon University

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.

Intro to Modeling SAFEs

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.

How to Model a Venture Fund, for VC Lab

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.

Intro to Modeling SAFEs

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.

Intro to Modeling Cap Tables, for GoingVC

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

Intro to Modeling Cap Tables

​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.

Unit Economics for Startups, for Entrepreneur First

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.

Additional corporate or private group workshops not linked above.


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