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). 

Interested in hosting Fundamentals of Angel Investing?

ACA would love to work with your angel group to set you up for success!  ACA will provide the following services to the hosting group:

  • Launch registration and manage billing
  • Prepare and run all technology during the live event
  • Coordinate logistics with instructor and attendees
  • Create an archive video recording of the event, which will be available for 30 days
  • Supply an experienced moderator for the panel portion of the event, but ACA highly recommends utilizing a resource within the hosting group for a more personalized experience for the attendee
  • Ongoing customer service and support for host and attendees

The opportunity to host ACA Angel University workshops is offered exclusively to ACA members.  Pricing is as follows:

Number of Attendees

Workshop Pricing

10-25

$125/attendee

26-50

$100/attendee

51-75

$85/attendee

76-100

$75/attendee

>100

Contact Heather Krejci for more information

*Discounts and pricing caps are available for host groups paying in full.  Please contact Heather Krejci for more information

All ACA Angel University workshops provide one hour of Professional Angel Education (PAE) learning credits.  Upon completion of each workshop track, all attendees will receive a certificate of achievement:

  • Angel Investing Basics track
  • Angel Investing - Deeper Dive track
  • Completion of the full ACA Angel University workshop offerings

If you have any questions, please e-mail Heather Krejci.

Approved Lead Instructors


Elaine Bolle
RTP Capital
Raleigh-Durham, NC

Elaine Bolle
RTP Capital
Raleigh-Durham, NC


Matt Dunbar
VentureSouth
Greenville, SC

James Goulka
Jim Goulka
Arizona Tech Investors
Phoenix, AZ

Jean Hammond
LearnLaunch
Boston, MA

Kevin Learned
Sage Growth Capital
Boise, ID

Kevin Learned
Sage Growth Capital
Boise, ID


John Paulos
Central Texas Angel
Austin, TX


Bill Payne
Frontier Angels
Henderson, NV

Dan Rosen
Alliance of Angels
Seattle, WA

Rick Timmins
Central Texas Angel Network
Austin, TX