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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 SAFEs (October 2022)

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.

Intro to Modeling SAFEs (June 2022)

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 (April 2022)

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.

Additional corporate or private group workshops not linked above.


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