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Cap Tables 101 for Entrepreneurs and Investors

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Cap Tables 101 for Entrepreneurs and Investors

Everything you need to know about modeling Cap Tables

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Last updated 11/2021

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₹ 2699.0

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Lessons

Quizzes

Duration

13 Hours

Skill level

Beginner

Language

English

Certificate

Yes

Full lifetime access

Yes

Description

Small errors in Cap Table modelling might cost you millions of dollars at the exit.
This course will help you avoid them.
You will learn both the Theory and Practice:
Theory:
What is a Cap Table, who needs it, when, and why?
What is a Healthy Cap Table?
What's the difference between common and preferred shares?
How does Employee Stock Option Plan work?
What's the difference between Cap Table with Outstanding Shares and a Fully-Diluted Cap Table?
What's the difference between Equity Rounds, SAFE notes, Convertible notes, and secondaries? Which of them are used for fundraising, and which are for exiting investments? Which appear in the Cap Table instantly, and which with some delay?
Practice:
How to model Seed round?
How to model ESOP extension?
How to model Series A with Pro-rata?
How to model SAFE conversion?
How to model Convertible Debt conversion?
How to model secondary transactions?
How to format models?
What's the standard color coding of inputs?
What are Iterative Calculations, how to turn them on, and how to fix errors connected to them?
About the Instructor:
I'm an Investment Principal at Seed Stage VC Fund with more than 5 years of experience in the startup ecosystem
I've seen thousands of startups and hundreds of Cap Tables
I have a finance background, and I took VC courses at 3 different universities, including the University of Michigan and the Rotterdam School of Management.
Who this course is for:
Startup Founders going for Venture Capital funding
Analysts at Venture Capital Funds
Students willing to get a job at a Venture Capital Fund

What you'll learn

Understand and model Cap Table of a Startup

Understand different Transaction types [Equity, SAFE notes, Convertible debt, Secondary]

Learn the difference between Share types [common vs preferred]

Model Spreadsheets that anyone can grasp at first glance

Requirements

You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
No previous design experience is needed.
No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures

Expand All Sections

1-Introduction

1.1-2 minute Introduction

1.2-Early-Bird version Notice

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1.3-Resources

2-Cap Table Basics

2.1-What is a Cap Table?

2.2-Who needs Cap Table, when, and why?

2.3-What is a "Healthy Cap Table"?

2.4-Tools used for Cap Table Management

3-Share Types

3.1-Intro to Share Types

3.2-Employee Stock Option Plan [ESOP]

3.3-Common Shares vs Preferred Shares

3.4-Existing Shares vs Fully-Dilluted

4-Transaction Types

4.1-Intro to Transaction Types

4.2-Equity Rounds

4.3-SAFE notes

4.4-Convertible Loan Agreements [CLA]

4.5-Secondary Transactions

4.6-Transaction Types Comparison

5-Intro to Modeling

5.1-Working with Inputs

5.2-Formatting your Spreadsheet

5.3-Iterative Calculations

6-Your First Cap Table

6.1-Your First Cap Table

7-ESOP modeling

7.1-Adding ESOP - assumptions

7.2-Adding ESOP incl. in Post-Money Valuation

7.3-Adding ESOP incl. in Pre-Money Valuation

7.4-Comparison

8-Transaction modeling

8.1-Preparing a Starting Point

8.2-Modeling Equity Round with Pro-Rata Investment

8.3-Modeling SAFE note conversion

8.4-Modeling CLA conversion

8.5-Modeling Secondary [+ Alternative Captable setup]

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