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Venture Capital Valuation, Term Sheets & Cap Tables

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

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Cvent Transition Guide


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.