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Event Description:

Sapling is excited to announce that our very own, Benjamin Corbett, will be presenting at the FEI Canada Toronto Chapter Webinar — Advanced Cap Table Modeling in Excel, on October 5th, 2022 at 12PM.

Capitalization tables are a necessary component of the financing/investment process for all stakeholders. For current stakeholders, cap table models determine the dilution effect of new capital raised, and for investors, the percentage ownership received for their investment. To accurately determine ownership and fully diluted shares outstanding, a comprehensive model must factor in all economic terms commonly found in the term sheet. Doing so will allow founders and investors to confidently make decisions in the following key areas: raising capital, managing incentives, analyzing potential returns, and compliance.

Topics to be discussed in the webinar are as follows:

  • Structure, setup, and best practices
  • Modeling anti-dilution rights
  • Modeling pay-to-play provisions
  • Incorporating convertible debt
  • Incorporating ESOPs
  • Exit analysis

Speaker:

  • Benjamin Corbett, Analyst, Sapling Financial Consultants Inc.