Introduction to Capitalization Tables

Online Course for Angel Investors and Venture Capitalists

Cap tables can be tricky. To be comfortable with your companies investments, you need to clearly understand where you selected startups are today. Learn how to read and craft cap tables in this course.

Estimated Time Commitment: 5-8 hours
Cost: $490

TRY A FREE CAP TABLES PREVIEW

In this course:

✓ Short, skill-based lessons
✓ Self-paced, online content
✓ 500 Global Certificate of Completion

TRY A FREE CAP TABLES PREVIEW

Courses run by 500 Global

PRACTICAL knowledge gained from ACTUAL investing

  • 2,600+ Investments

  • 77 Countries

  • $650M+ Committed Capital

Exceptional. Global. Backed by 500.

45 Unicorns ($1B+ valuation)

Canva
credit karma
GitLab
Grab
talkdesk

and more...

How it Works

  • 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.

Intro to Capitalization Tables course will enable you to:

✓ Understand the difference between standard and pro forma cap tables
✓ Articulate instruments to raise capital, specifically convertible securities and equity financing
✓ Gain more insights from data and swiftly navigate around common cap table math and conversions
✓ Create a mock cap table using Excel

Introduction to Capitalization Tables Course Overview

  • INTRO TO CAPITALIZATION TABLES: Get to know standard and pro forma capitalization tables as well as best practices for cap table management.

  • INSTRUMENTS TO RAISE CAPITAL: Understand the legal terms that come with becoming a VC by learning about valuation, liquidation preference, anti-dilution, and pro rata.

  • LEGAL TERMS: From understanding debt and equity financing to demystifying convertible securities and understanding discounts/valuation caps associated, this is where you get into the crux of raising capital.

  • CAP TABLE EXERCISE: Create a cap table from scratch alongside a member of the 500 legal team.

Estimated Time Commitment: 5-8 hours
Cost: $490

TRY A FREE CAP TABLES PREVIEW

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.

CFO at 500 Global

Paul Yoo

Paul is responsible for the overall financial strategy and direction at 500. Prior to joining 500 Global, Paul was the CFO at WizeLine and also worked in the audit and assurance practice at Arthur Andersen. Throughout his 20+year career in accounting, auditing and financial planning, he has established a reputation for building world-class teams and for aligning financial and business metrics to support business strategy and high-growth.

Venture Partner at 500 Global

Robert Neivert

Rob is a Venture Partner at 500 Global and a mentor/advisor for Cardinal Ventures, Stanford iFarm, and Stanford's Treehacks program. Previously he was an executive for startups having founded or worked at eight companies with four exits and four companies still operating. Rob was CEO for the last two venture-funded startups.

Frequently Asked Questions

  • How long will I have to complete 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 or for any reason.

  • Have more questions?

    We're happy to help! Please send all inquiries to: [email protected].

Estimated Time Commitment: 5-8 hours
Cost: $490

TRY A FREE CAP TABLES PREVIEW

DISCLAIMER

ANY INFORMATION PROVIDED ON THIS SITE SPECIFIC TO 500 GLOBAL IS AGGREGATED ACROSS ALL 500 GLOBAL FUNDS, AND FIGURES ARE BASED ON INTERNAL ESTIMATES AND HAVE NOT BEEN EXTERNALLY VERIFIED. ALL CONTENT PROVIDED IN THIS PAGE AND THE RELATED COURSE IS PROVIDED FOR GENERAL INFORMATIONAL PURPOSES ONLY. WHILE 500 GLOBAL HAS TAKEN REASONABLE STEPS TO ENSURE THAT THE INFORMATION CONTAINED HEREIN IS ACCURATE AND UP-TO-DATE, 500 GLOBAL MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY NATURE AS TO THE ACCURACY OF SUCH INFORMATION AND NO LIABILITY CAN BE ACCEPTED FOR ANY ERROR OR OMISSIONS. UNLESS OTHERWISE STATED IN THE PAGE, ANY PREDICTIONS, FORECASTS, CONCLUSIONS, VIEWS OR OPINIONS EXPRESSED REPRESENT THE CURRENT VIEW AND THINKING OF 500 GLOBAL WITH REGARD TO THE SUBJECT MATTER THEREIN BASED ON INTERNAL DATA AND/OR ANALYSIS WHICH HAS NOT BEEN INDEPENDENTLY VERIFIED.

500 GLOBAL DOES NOT GUARANTEE ANY FUTURE RESULTS FOR ANY DECISIONS MADE BASED IN WHOLE OR IN PART ON THE CONTENT OR INFORMATION CONTAINED IN THIS PAGE OR THE COURSE MENTIONED HEREIN. UNDER NO CIRCUMSTANCES SHOULD ANY INFORMATION OR CONTENT PROVIDED IN THIS PAGE OR IN THE COURSE BE CONSTRUED AS INVESTMENT, LEGAL, TAX OR ACCOUNTING ADVICE BY 500 GLOBAL OR ANY OF ITS AFFILIATES. ALL VISITORS OF THIS PAGE SHOULD CONSULT WITH THEIR OWN COUNSEL, ACCOUNTANT OR OTHER PROFESSIONAL ADVISORS BEFORE TAKING ANY ACTION IN CONNECTION WITH THIS PAGE OR ANY OF THE COURSE MENTIONED HEREIN.