Build a cap table from scratch

New
·

1 Day

·

Cohort-based Course

Workshop for first-time founders and junior VCs to build a cap table for a startup, modeling equity, SAFEs, convertible notes, and options.

Hosted by

Taylor Davidson

I've helped over 44,000 founders and investors as Founder/CEO of Foresight

Last chance to enroll

1

day

16

hours

39

mins

Course overview

Build a cap table you can use.

Today more than ever, it's important to know how fundraising structures impact ownership and dilution as valuations change. We'll build a cap table using examples of equity, SAFEs, convertible notes and options and you'll leave with a model you can use.

Who is this course for

01

Venture Capital analysts and associates, lawyers and accountants looking to learn how to build cap table models

02

Founders raising capital for the first time wanting to understand how raising money impacts their ownership

03

Anyone looking to cut through the jargon and understand the practical aspects to modeling cap tables

Key outcomes

Understand how to calculate share counts, share prices, ownership, and dilution

Build an example cap table to show you how to calculate the key aspects of cap tables, including price per share, share counts, ownership percentages, and how raising capital dilutes shareholders.

Model common and preferred equity

How common and preferred equity are modeled on cap tables, and why founders and investors care about different share classes.

Learn how to issue and convert SAFEs and convertible notes

Build a cap table showing how to issue SAFEs and convertible notes, how to calculate the number of shares to issue and share prices at conversion in equity financings, and what terms to care about when negotiating these instruments.

Learn how to create and expand option pools

How to create new option pools and expand existing option pools through equity fundraising events, how options dilute existing shareholders, and what to look for when negotiating option pools and valuation.

Scenario plan fundraising rounds

Understand how to change the parameters for fundraising rounds to see the impact on ownership, dilution, and share value.

See what people are saying

        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.
Lawyer

Lawyer

        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.
Executive / Investor

Executive / Investor

A pattern of wavy dots
Join an upcoming cohort

Build a cap table from scratch

December 8

$329 USD

Dates

Dec 8, 2022

Payment Deadline

Dec 8, 2022

Don't miss out! Enrollment closes in 2 days

Meet your instructor

Taylor Davidson

Taylor Davidson

Founder and Managing Director, Foresight

Taylor Davidson is the founder of Foresight, which helps entrepreneurs use financial models for business decisions.


Through his template financial models and strategic advisory services, he has helped over 44,000 entrepreneurs from 116 countries on financial planning, projections, fundraising, valuations, and business strategy.


Taylor has also worked with over 600 angel investors and venture funds on investment strategy, portfolio tracking, capital planning, and fundraising.


He created this workshop to help first-time founders and junior venture capitalists learn the fundamentals of modeling cap tables.


He created the Cap Table and Exit Waterfall Masterclass to help founders and VCs learn how to understand and build cap tables and exit waterfalls for their financing rounds.


He partnered with Chris Wattig to create Finance for Founders to help founders learn how to build an FP&A function at their companies.


Contact him at hello@foresight.is or @tdavidson on Twitter.

A pattern of wavy dots
Join an upcoming cohort

Build a cap table from scratch

December 8

$329 USD

Dates

Dec 8, 2022

Payment Deadline

Dec 8, 2022

Don't miss out! Enrollment closes in 2 days

Workshop Details

3 hour workshop
  • Thursday, Dec 8

    12:00 PM to 3:00 PM EST

    Modeling a cap table from start to finish in two and a half hours, with Q&A, live over Zoom.

  • Build a model you can use

    We'll build a model live, and you'll leave with a model you can use and the knowledge to build your own from scratch.

  • Join live, rewatch anytime

    The workshop will be recorded, so you can watch again if you have to miss a section, or just want a refresh on the material.

Here's a sample from a recent workshop

This was a free workshop on modeling SAFEs, which is a small portion of modeling convertibles.
A pattern of wavy dots
Join an upcoming cohort

Build a cap table from scratch

December 8

$329 USD

Dates

Dec 8, 2022

Payment Deadline

Dec 8, 2022

Don't miss out! Enrollment closes in 2 days

Frequently Asked Questions

What happens if I can’t make the live session?
How do I know if this will be valuable for me?
What’s the refund policy?
Will my employer pay for this course?
I have questions, who do I contact?
A pattern of wavy dots
Join an upcoming cohort

Build a cap table from scratch

December 8

$329 USD

Dates

Dec 8, 2022

Payment Deadline

Dec 8, 2022

Don't miss out! Enrollment closes in 2 days

$329 USD

New
·

1 Day