Build a Cap Table from Scratch
9.2
(9 ratings)
1 Day
·Cohort-based Course
3 hour workshop for founders and VCs to build a cap table for a startup, modeling equity, SAFEs, convertible notes, and options.
9.2
(9 ratings)
1 Day
·Cohort-based Course
3 hour workshop for founders and VCs to build a cap table for a startup, modeling equity, SAFEs, convertible notes, and options.
Get notified about the next cohort
Hosted by
Taylor Davidson
I've helped over 47,000 founders and investors as Founder/CEO of Foresight
Course overview
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.
The workshop is three hours long and can be joined live or watched on your own time. All students will receive the slides, the example spreadsheet, the case study, and the recording of the full workshop, and all of the materials can be downloaded for viewing on your own time.
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
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.
How common and preferred equity are modeled on cap tables, and why founders and investors care about different share classes.
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.
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.
Understand how to change the parameters for fundraising rounds to see the impact on ownership, dilution, and share value.
9.2
(9 ratings)
Lawyer
Executive / Investor
Founder
Founder
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.
12:00 PM to 3:00 PM EST
Modeling a cap table from start to finish in three hours, with Q&A, live over Zoom.
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.
Structured to be manageable for busy professionals with actionable takeaways that you can use in your businesses today.
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.