Workshop Description:

Navigating the complexities of equity distribution is crucial for any startup aiming for sustainable growth and investment success. This intensive workshop on Cap Table Modeling for Startups offers a deep dive into the principles and practical applications of managing your startup’s capitalization table. Understanding how to model and maintain a cap table is vital for founders to ensure fair equity distribution, attract investors, and make informed strategic decisions.

Join us to learn from seasoned venture capitalists and financial experts who will guide you through the intricacies of cap table dynamics, investor relations, and equity management. This workshop combines interactive lectures, real-world case studies, and hands-on modeling exercises to ensure participants gain comprehensive and actionable insights.

Workshop Objectives:
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- Understand the fundamentals of cap tables and their importance in startup finance.
- Learn how to create and manage a cap table that reflects your startup’s equity structure accurately.
- Explore the impact of different funding rounds on your cap table.
- Gain insights into dilution, stock options, and convertible notes.
- Develop strategies to maintain a balanced cap table while negotiating with investors.
- Utilize cap table modeling tools and software effectively.

Key Topics:

Introduction to Cap Tables
‍- Definition and significance of a cap table.
- Key components: founder shares, investor shares, options, and convertible securities.

Creating a Cap Table
‍- Step-by-step guide to building an initial cap table.
- Common mistakes to avoid in early-stage cap table creation.

Funding Rounds and Equity Dilution
‍- Understanding pre-money and post-money valuations.
- Impact of seed, series A, and subsequent funding rounds on the cap table.
- Dilution management and strategies for founders.

Stock Options and Convertible Notes
‍- Structuring employee stock option plans (ESOPs).
- Convertible notes and SAFEs: how they convert and affect your cap table.

Cap Table Management Tools
‍- Overview of popular cap table management software.
- Hands-on exercises using real-world tools to manage and update cap tables.

Investor Relations and Negotiations
‍- Best practices for communicating with investors about equity.
- Strategies for negotiating favorable terms while protecting founder equity.

Free and convenient parking is always available at Venture Mechanics.  Doors open at 5pm, and the course begins at 5:30pm. A light dinner will be served around 6:30pm.