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.
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