Introduction to Capitalization Tables is a program for up-and-coming angel investors and VCs who want to build their confidence in reading and building capitalization tables. This course will equip you with the knowledge you need to understand and navigate a capitalization table. We will walk you through construction of a mock capitalization table and will also share insights and the potential impacts of cap table management so you can best advise founders in your portfolio.

  • Describe and define a cap table and the common items within it.

  • Identify the difference between a standard and pro forma cap table.

  • Articulate instruments to raise capital, specifically convertible securities and equity financing.

  • Calculate common cap table math and conversions.

  • Create a mock cap table using excel.

Course Curriculum

  • 1

    Welcome!

    • How to Use This Platform

    • Online Certificate Course Legal Waivers

    • Welcome to Introduction to Capitalization Tables!

    • Meet Your Instructors!

    • Say Hello & Download Your Workbook!
  • 2

    Chapter #1 Capitalization Introduction

    • Get To Know Common Terms

    • Capitalization Tables 101

    • Managing Capitalization Tables

    • (Optional) Cap Table Review

    • End of Chapter Discussion
  • 3

    Chapter #2 Instruments to Raise Capital

  • 4

    Chapter #3 Legal Terms

    • Valuation

    • Liquidation Preference

    • Anti Dilution & Pro Rata

    • Vesting Terms

    • End of Chapter Discussion

    • (Optional) Vocabulary Review - Legal Terms
  • 5

    Chapter #4 Cap Table Exercise

    • Cap Table Set Up

    • DataCo's First Equity Round!

    • DataCo Expands

    • DataCo Makes an Exit

    • Conclusion

    • End of Course Reflection

    • Post Online Course Survey

How It Works

Estimated Time Commitment: 4-6 hours

  • E-Learning

    Learn at your own pace. Course videos include value-packed lessons from 500 Global experts. These videos are designed to introduce key concepts and to solidify your foundational knowledge.

  • Develop Your Skills

    Apply your learning. Your downloadable course workbook will guide you through each lesson and include activities to apply the knowledge you’ve gained and questions to encourage reflection.

  • Certificate of Completion

    You've earned it. At the end of the course, you’ll have earned a skills-based online certificate from 500 Global that you can proudly display online. Go ahead, it's okay to be excited about all you've learned.

Watch Intro Video

Meet Your Instructors

Principal at 500 Global

Amit Bhatti

Amit is a Principal and former US corporate counsel at 500 Global, where he oversees investments from 500’s main funds. Prior to 500, Amit was an attorney at Wilson Sonsini Goodrich & Rosati, where he represented technology companies across all stages of their lifecycle from start-up to IPO, as well as a number of VC funds in making investments. Prior to Wilson Sonsini, Amit was an attorney at Arent Fox, where he represented clients in debt financing and M&A.

Associate Counsel, Portfolio Operations at 500 Global

Ashlyn Meyers

Ashlyn is Associate Counsel at 500 Global, overseeing financing rounds and legal requests from 500’s main funds portfolio and reviewing investments in 500’s SF-based global accelerator program. Prior to 500 Global, Ashlyn was part of the investment team at HG Ventures, a corporate venture fund investing in materials science and deep tech. She sourced deals, reviewed financing documents, and coached accelerator participants to prepare them to raise. Ashlyn received a BS in Economics from DePauw University, her JD from Indiana University - Maurer School of Law, and her MBA from Indiana University - Kelley School of Business.

Associate Counsel, MENA at 500 Global

Anais Samaha

Anais graduated with a double bachelor in law and political science at the Saint Joseph University in Beirut. Prior to joining 500 Global she worked at a tech startup law firm and VC fund where she primarily advised on investment deals for tech startups. She also has extensive experience helping entrepreneurs structuring and setting up companies, and in advising them on legal matters such as intellectual property, investment instruments and deal negotiations. Anais is also passionate about social enterprises and believes they’re critical to the advancement of a more sustainable and balanced world.

FAQ

  • How long will I have access to the course?

    You will have immediate access to the online content when your purchase is made, and you will retain course access for 90 days.

  • Will I obtain a certificate?

    Yes, a certificate of completion will be awarded upon completion of the online course content and feedback survey.

  • What is the refund policy?

    Important: Course enrollment fees are non-refundable. By purchasing a VC Unlocked Online Certificate Course, I certify that I understand no portion of the course enrollment fees I pay to participate in the course will be refunded at any time and for any reason.