Cap Table Modelling: A Guide to Strategic Ownership in Startup Funding
As a founder, it’s important to understand how your startup’s cap table will change through multiple funding rounds. Otherwise you risk diluting your ownership too much.
Enough said? There’s more though: Investors want to know that you’ve allowed enough for future capital raising and employee share plan allocations, too. All of which means, you need to wrap your head around cap table modelling and that’s what this session is about.
In this online session on 7 February, we’ll run through:
- What is cap table modelling and why is it so important?
- How many shares should my startup have?
- How do I account for SAFEs and convertible notes, touching on valuation caps and discounts
- How do I account for ESOPs?
- Examples of modelling scenarios
You’ll receive workshop slides and a simple cap table template spreadsheet.
MEET THE PRESENTERS
Remco Marcelis
Co-founder + CEO, Standard Ledger
Remco is not your typical accountant. That’s why he founded Standard Ledger. He has worked with startups and high-growth SMEs as a CFO/Virtual CFO for more than 10 years, following four years in venture capital and 10 years in multinational consulting/services firms. His passion is simple – helping businesses grow.
Remco is a chartered professional accountant with an advanced MBA degree from the University of Adelaide and is a graduate of the Australian Institute of Company Directors.
Elliot Gaspar
UK Director, Standard Ledger
Elliott is an experienced finance professional with a penchant for startups. They seem to like him too and well they should, because he’s helped startups raise more than £500 million and led finance teams from pre-revenue to £40 million EBITDA.
As an accountant and CFO, Elliott leads Standard Ledger’s UK business, bringing accounting as a service to UK-based startups. With the energy of 5 traditional accountants, the nous of a COO and a passion for solving business problems, he’s also on a mission to prove accountants can be operators, too.
