Cap Tables 101 for Entrepreneurs and Investors

Cap Tables 101 for Entrepreneurs and Investors, available at $24.99, has an average rating of 4.15, with 30 lectures, based on 49 reviews, and has 281 subscribers.

You will learn about 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 This course is ideal for individuals who are Startup Founders going for Venture Capital funding or Analysts at Venture Capital Funds or Students willing to get a job at a Venture Capital Fund It is particularly useful for Startup Founders going for Venture Capital funding or Analysts at Venture Capital Funds or Students willing to get a job at a Venture Capital Fund.

Enroll now: Cap Tables 101 for Entrepreneurs and Investors

Summary

Title: Cap Tables 101 for Entrepreneurs and Investors

Price: $24.99

Average Rating: 4.15

Number of Lectures: 30

Number of Published Lectures: 30

Number of Curriculum Items: 30

Number of Published Curriculum Objects: 30

Original Price: $24.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

Startup Founders going for Venture Capital funding
Analysts at Venture Capital Funds
Students willing to get a job at a Venture Capital Fund

Target Audiences

Startup Founders going for Venture Capital funding
Analysts at Venture Capital Funds
Students willing to get a job at a Venture Capital Fund

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.

Course Curriculum

Chapter 1: Introduction

Lecture 1: 2 minute Introduction

Lecture 2: Early-Bird version Notice 😉

Lecture 3: Resources

Chapter 2: Cap Table Basics

Lecture 1: What is a Cap Table?

Lecture 2: Who needs Cap Table, when, and why?

Lecture 3: What is a "Healthy Cap Table"?

Lecture 4: Tools used for Cap Table Management

Chapter 3: Share Types

Lecture 1: Intro to Share Types

Lecture 2: Employee Stock Option Plan [ESOP]

Lecture 3: Common Shares vs Preferred Shares

Lecture 4: Existing Shares vs Fully-Dilluted

Chapter 4: Transaction Types

Lecture 1: Intro to Transaction Types

Lecture 2: Equity Rounds

Lecture 3: SAFE notes

Lecture 4: Convertible Loan Agreements [CLA]

Lecture 5: Secondary Transactions

Lecture 6: Transaction Types Comparison

Chapter 5: Intro to Modeling

Lecture 1: Working with Inputs

Lecture 2: Formatting your Spreadsheet

Lecture 3: Iterative Calculations

Chapter 6: Your First Cap Table

Lecture 1: Your First Cap Table

Chapter 7: ESOP modeling

Lecture 1: Adding ESOP – assumptions

Lecture 2: Adding ESOP incl. in Post-Money Valuation

Lecture 3: Adding ESOP incl. in Pre-Money Valuation

Lecture 4: Comparison

Chapter 8: Transaction modeling

Lecture 1: Preparing a Starting Point

Lecture 2: Modeling Equity Round with Pro-Rata Investment

Lecture 3: Modeling SAFE note conversion

Lecture 4: Modeling CLA conversion

Lecture 5: Modeling Secondary [+ Alternative Captable setup]

Instructors

Kris Przybylak
VC investor @ Inovo.vc

Rating Distribution

1 stars: 1 votes
2 stars: 0 votes
3 stars: 3 votes
4 stars: 16 votes
5 stars: 29 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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