Cap Table Modeling For StartUps
It's important for both founders and investors to grasp how your startup's cap table evolves during funding rounds. Cake Equity happily presented one of the most technical topics for Start Ups: Cap Table Modeling.
Being one of our most popular event, here you can review what Jason Atkins (Cake Equity, https://www.cakeequity.com/jason-atkins), Nan Meka ( Simply Wall St) and David Kenney (Hall Chadwick) talked about and questions they answered about Cap Table.
Important timestamps:
4:25 What is Cap Table?
8:19 Round and equity issuance modeling
8:38 Convertible modelling for safes and notes
9:19 Exit waterfalls, helps you visualize distribution of proceeds
13:02 Liquidation preferences
17:59 Rules of thumb, things to avoid
22:04 Bootstrapping vs Pre-Seed
22:35 Resource management
22:34 Dilution
24:39 Tricks and traps with typical rounds
29:27 Cap Table Goals
31:24 Safes and Con Note traps
45:24 Loan conversion is the convertible note
45:42 Full Cap Table after the round
46:14 Equity plans
46:25 Warrants
49:00 Can you use NTA as a valve for the ESOP?
49:04 How to calculate valuations?
51:15 Options budget51:57 Plans before you raise your money
53:36 Managing options budget, Increasing the size of the pool
58:04 Options vs Shares
58:57 Tax implications, defer your tax implication for employees
Cake is the fastest and simplest way for founders to get and share value from their company’s equity. Learn more about us https://www.cakeequity.com/
GUIDES:
Cap table for startups: essential things founders need to know https://www.cakeequity.com/guides/cap...
Blog:
Master your equity story with Cake's cap table modeling 2.0
https://www.cakeequity.com/blog/advan...
Product links:
Cap table modeling https://www.cakeequity.com/features/m...
Cap table https://www.cakeequity.com/features/c...
#captable #equity #esop #fundraising #startup #modeling #innovation
Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.