Other Industry Event, Other Industry Events, Virtual Events & Programming

Venture Capital Valuation, Term Sheets & Cap Tables

August 12, 2023 | 10:00 AM - 6:00 PM

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Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

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Cvent Transition Guide ⭢

Overview

Presented by Wall Street Prep

This boot camp is a 8-hour instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality.

    CFANY.org: $799

    Standard Rate: $999

    What You’ll Learn

    Demystifying the VC Valuation & Term Sheet

    How do venture capital (VC) professionals determine the size and ownership stake of their investments? How do they construct term sheets to optimize their chances of generating high investment returns? Using simple examples that slowly grow more complex, we’ll demystify the math and jargon that’s used in early stage investing

    Cap Table & Waterfall Modeling

    Multiple investment rounds, coupled with even the most common VC deal provisions such as option pools, convertible debt and liquidation preferences conspire to create significant model complexity when structuring cap tables and waterfalls. Learn how to structure cap tables to address these challenges

    Boot Camp Details

    The VC Process and Term Sheet

      • The early stage investing landscape
      • A typical VC deal process and timeline
      • VC return economics – why they need to hit home runs
      • VC Valuation – back-solving into a pre-money / post-money valuation
      • Understanding VC term sheets

    VC Math and Cap Tables

        • Cap Table Math: Dilution and price per share after new round
        • Calculating Impact of Option Pool
        • Calculating Impact of Multiple Investors
        • Calculating impact of Convertible Debt
        • Constructing a Cap Table
        • Flow of Funds and Distribution Waterfall

    This virtual training session is scheduled for 10a-6p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.

    CPE Credit
    Earn 9.5 CPE Credits for this Seminar

    CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

    Cancellation Policy

    Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

    Sponsorship Overview

    For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

    Please be advised of the following information related to Society sponsorship and support:

    Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

    CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

    Legal Notice and Disclaimer

    CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

    CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

    CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

    Inclement weather

    CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

    Refunds, Cancellations, and Substitutions

    • 72 HOURS ADVANCED NOTICE OR MORE:
      • Full refund issued
    • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
      • No refund

    All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

    More

    CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

    The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

    None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.