Cap Table Workshop
Cap Table Workshop
A practical workshop on cap tables, what they are, why they matter, and how they evolve as you raise capital and issue equity. Hands-on format with AI-assisted modeling.
4.8(75)25+ sessions delivered500+ students taught
Registration on luma.com
What this session is about
Cap tables look simple until they aren't. You raise a round, convert a SAFE, issue an option pool, anti-dilute an investor, and suddenly the math isn't adding up and you're not sure where the ownership actually landed.
This workshop breaks it down. Not in the abstract, working through the structures with a cap table in front of you. Plus: where AI can speed up the work, organize the thinking, and support better decisions (and where it cannot).
What will be covered
- What a cap table actually is and why it matters
- How cap tables evolve through rounds: equity, SAFEs, convertible notes, option pools
- Ownership, dilution, and what changes with each instrument
- Where AI helps and where human judgment still matters
- Efficiency strategies for keeping a cap table clean as you scale
Who this is for
Founders building companies, advisors working with them, and anyone who needs to understand the mechanics of ownership and capitalization. No prior modeling experience required.
What you'll walk away with
Stronger comprehension of cap table mechanics, a repeatable approach for thinking through rounds and conversions, and a clearer sense of when to DIY versus when to bring in help.
Follow-up
Practice exercises and 1-on-1 review sessions available after the workshop for participants who want to apply what they learned to their own cap table.
Related
- Cap Table & Exit Waterfall, the underlying model used in the workshop
- Docs: Customize, guides for modeling equity rounds, convertibles, options, and waterfalls
- Audit your AI, if you need a review of an AI-built cap table before you trust it
Stay in the loop
New workshops, model updates, and occasional AI tips. Low volume.
Ratings
Ratings and reviews come from the Cap Table and Exit Waterfall Course and Masterclass, earlier versions of this course hosted via Gumroad and Maven.
Reviews
Reviews come from the Cap Table and Exit Waterfall Course and Masterclass, earlier versions of this course hosted via Gumroad and Maven.
“A lot of material was covered during the time allotted. I thought the major concepts were well-explained and the materials supported the lecture.”
“Great class! Great instructor! You will leave this course feeling confident in cap table modeling and exit waterfall analysis from the very simple to the more complex scenarios. Taylor teaches you the concepts that make modeling easy. Highly recommend.”
“Great course for Cap Table 101. Taylor covered all the important concepts and explained them very well. Learned a lot - thank you!”
“Liked the way theory and practice were presented. Taylor really walked us through a lot of scenarios, and was clear in his explanations and always open to questions.”
“Really well organized and broken down into steps that build on one another.”
Registration on luma.com