In Partnership with the Illinois Venture Capital Association, Wall Street Prep will be conducting a 1-day Capitalization Table Modeling seminar, which is designed to assist venture capital and investment banking professionals in understanding how to model out early-stage investments.
Agenda
Conceptual overview of early-stage investing
- Convertible debt common terms and features
- Convertible preferred stock common terms and features
- Stock options common terms and features
- Warrants common terms and features
- Common equity
Modeling the cap table
- Pre-investment ownership
- Modeling investment terms
- Liquidation preference multiples
- Participating vs. non-participating preferred shares
- Capped vs. uncapped participation
- PIK vs. cash dividends
- Stacked vs. pari passu participation
- Stock option pools and warrants
- Common stock
- Modeling the exit valuation assumptions
Modeling the waterfall (flow of funds)
- Modeling dynamic conversion
- Calculating proceeds
- Inserting error-checks into the waterfall
- Building a durable decision tree into the waterfall
- Calculating returns and proceeds at various sensitivities
Date: September 27th , 8AM-5PM
Location
Wall Street Prep
xxx
Chicago, IL
United States
When
-
Comments (2)
Damn, if this were in SF, I would totally take a day off for this.
Et fugit nihil omnis sit consequatur magni. Et autem tempora quisquam ut facilis. Modi a quidem vel tempore sequi laboriosam quia. Aut animi molestiae eligendi eos modi debitis ullam accusamus. Aliquam adipisci rerum ullam sint ut saepe qui. Occaecati similique est impedit id assumenda saepe.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...