Advanced Workshop on Capitalization Tables

Discover the crucial, but sometimes overlooked, details about how new funding impacts companies’ capital structures. Whether funding comes as equity or debt, the savvy investor needs to understand how this round of funding will impact the ultimate outcome for all shareholders. Early stage investors need to be fluent in the structure of capitalization tables to understand the impact on their potential returns from current and future rounds of funding.

ACA in cooperation with VentureSouth offers entrepreneurs and investors alike a practical education in understanding the details of cap tables through the lifecycle of a startup venture.   This workshop will include a combination of presentations, exercises and a case study to illustrate common cap table mathematics a startup and its investors must consider. Among the important topics to be illuminated are the impacts of: valuation, liquidation preferences, anti-dilution terms, convertible notes, and option pools and vesting.

This workshop assumes some familiarity with basic cap tables, typical deal terms and Excel spreadsheets. (Basics of cap tables can be gained through the ACA webinar on the topic available here). 

Why do you need ACA Angel University? Simply to get your group administrators and officers up to speed and ready for their next deal as an investor. All courses are taught virtually by experienced angels who are subject matter experts in the topic they teach.  The program is built to deliver cutting-edge insights, practical tips and lessons learned for early-stage investors. Attendees gain meaningful expert connections in comprehensive, easy-to-access workshops. Descriptions of all available courses can be found here

What you will receive at a virtual workshop:

  • Experienced instructor for the course
  • Live Q&A sessions built into the course. We encourage your group leaders or subject matter experts to be involved in the Q&A sessions. This of course should be coordinated with the instructor ahead of time
  • Relevant learning materials for each participant
  • ACA will provide a registration link for all attendees
  • ACA managed technology during the live event
  • Coordination of logistics with instructor and attendees
  • An archive video recording of the event, which will be available for 30 days
  • Ongoing customer service and support for host and attendees

Workshops does not include:

  • Marketing initiatives to drive attendance
  • Moderator to open the program and facilitate Q&A

ACA Angel University is pleased to offer a turn-key discounted workshop options geared to our ACA member’s needs. All groups are encouraged to find unique ways of funding these workshops as needed. You can share the cost with the attendees or perhaps connect with a local sponsor.

Flat Rate: this presentation is designed with ACA Angel University delivered to your group!

  1. You have the option of choosing any workshop and we deliver it to your group virtually
  2. Dates and times are subject to availability
  3. Maximum registration is 75

Interested in learning more, we are here to help!

Please contact Chiara (key-ah-rah) Renella-Books 919-306-9463

crenella-brooks@angelcapitalassociation.org

Approved Lead Instructors


Matt Dunbar
VentureSouth
Greenville, SC

Matt Dunbar
VentureSouth
Greenville, SC


Dan Rosen
Alliance of Angels
Seattle, WA
 


Nicole Washington
Octane OC
Washington, DC