Build a Cap Table from Scratch
4.6
(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.
Build a Cap Table from Scratch
4.6
(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.
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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.
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.
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.
Build a Cap Table from Scratch
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Meet your instructor
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.
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Build a Cap Table from Scratch
Workshop Details
3 hour workshop
Thursday, March 2
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.
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.
No required homework or prereading
Structured to be manageable for busy professionals with actionable takeaways that you can use in your businesses today.
Join live, watch 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.