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Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep

September 11, 2022 | 10:00 AM - 6:00 PM

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Cvent Transition Guide

Presented by Wall Street Prep, Learn Venture Capital Term Sheets and Model Cap Tables


This boot camp is an 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.

Topics Covered

  • 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

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

Additional Details


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.

Experienced Instructors

Our instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job.

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.