Understanding Equity Ownership with Cap Tables
What you’ll learn
- All the cap table basics
- Represent the ownership of founders in the cap table
- Build a cap table from scratch using Excel
- Update the cap table adding rounds of venture capital financing
- Manage dilution and distribute equity among shareholders
- The liquidation analysis and waterfall model
Learn how companies keep track of shareholder equity using cap tables. In this course we walk you through building a cap table for a startup, editing it for multiple rounds of financing and forecasting potential payout scenarios for all shareholders. Ideal for entrepreneurs and finance professionals, this course gives you the knowledge and skills necessary for effective equity management and strategic financial planning.
In this course, you will learn from:
Nic Barnhart
Cofounder & CPO, Pareto Labs
Finance/Analytics, ZipRecruiter
Curriculum:
01
Introduction
Understand what cap tables are and why they are important.
02
Cap Table Components
Learn cap table basics as we take you on a tour of a standard cap table.
03
Founders’ Round & Initial Employees
Begin building a cap table from scratch with the first step, establishing the founders’ equity.
04
Seed Round & Employee Option Pools
Learn how to edit the cap table when the first round of venture capital is raised.
05
Raising a “Series A” Round
Learn how to edit the cap table when adding a second round of venture capital financing and see how dilution impacts all existing shareholders.
06
Liquidation Analysis and Waterfall
Gain an understanding of the importance of liquidation preferences, which establishes which shareholders get paid out first when a company is sold, and learn how to model different potential payout scenarios for all shareholders.
What people are saying about this course…
“This is a game changer for me! I have been trying to figure out how to scale. And this lays out how investor capital works!!! Super excited to put it into action!”
“Wonderful job putting together this content in a way that everyone can understand. This is such an important topic too, so your clarity is especially appreciated.”
“This is a very difficult topic to cover so I really appreciated the fact that the content was delivered in biteable sizes which made it easy to follow.”
Who this course is for:
- Business Owners and Founders
- Entrepreneurs
- Venture Capitalists and Investors
- Financial Analysts and Accountants
- Individuals interested in understanding how equity ownership works in the business world
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