The VC Financial Modeling Bundle covers the complete VC investment lifecycle and all of the key VC financial modeling concepts you’ll need to know for interviews and when you're on the job, including:
- Cap Tables
- Pro Rata Rights
- Liquidation Preferences
- The “Option Pool Shuffle”
- "Fund Returner" Calculations
We spent over 50 hours creating these detailed Excel workbooks loaded with examples, resources, practice problems, and fully worked out solutions.
🔐 SAFEs 🔐
🚀 You and two co-founders have an idea for a company and it’s time to launch! In the first Workbook, you’ll learn how to take on funds using convertible debt and SAFEs at different stages of the company.
😠 Then once you’re ready for a Series A, you’ll learn how to convert those SAFEs into shares and see how much founder equity’s been diluted.
📊 Cap Tables 📊
📈 Your company has explosive growth -- enough to raise a priced Series A. But now, it’s time for your seed round investors to get compensated for the risk they took...
🤔 How many shares will they end up with? At what price? And what are you and the Series A investors left with? We’ll teach you all that and more in this Workbook.
💰 Post-Money SAFEs 💰
😇 People usually think of SAFEs as very founder-friendly. But they’re not always!
🥧 In this Workbook, you’ll learn how investors can stack the deck by locking in ownership percentage before a priced round happens.
🤝 Pro Rata Rights 🤝
💸 A detailed example and exercise showing how and why VCs double down on their winners, and how that drives their returns.
🌊 Liquidation Preferences 🌊
▶️ In this Workbook, you’ll see how VCs can guarantee they get paid back in an exit before founders get a dime.
📉 And you’ll learn how VCs can structure that stock to take advantage of BOTH the upside and downside scenarios.
🎱 The “Option Pool Shuffle” 🎱
🔎 In this Workbook, you’ll see exactly how the employee option pool can affect valuation.
⚠️ And you’ll see how much ownership startup founders might keep (or lose!) depending on how and when the pool is formed.
💵 "Fund Returner" Calculations 💵
💪🏼 How much of a startup does a VC need to own to have confidence that any 1 investment could return the fund?
✏️ Through the example and exercise in this Workbook, we’ll show you how VCs answer this question.
Get Direct Feedback From Me + Ask Me Anything In The Live Office Hour
This live session is where I answer all of your questions about the course materials and give you straight, unvarnished feedback about whatever's keeping you up at night about your VC job search.
(I rarely do live Q&A like this, but I do carve out the time for students of my courses and bundles so they can get maximum impact from the materials.)
Here's a look inside recent Office Hours (click to play):
☕️ 4 Bonus Videos (VC Networking Tactics) ☕️
Watch these to learn:
- The 3 step process for adding value to any VC and their firm
- How to build your brand -- and why starting a blog isn't always the answer
- How to execute the Networking Sandwich Strategy when running your own meetup or networking dinner
- How to find up and coming influencers in VC -- and connect with them authentically
Why Get VC Financial Modeling Bundle (Even If You Have an MBA)
Financial Modeling Bundle - An MBA Student Perspective
Where The VC Financial Modeling Bundle Excels
My Zero Risk Money Back Guarantee
If, within 30 days of purchase, you feel this bundle didn't work for you, no worries! Just email us to let us know and in that email confirm that you've deleted all the materials, and we'll issue you a full refund.
(Models provided as-they are, with no warranties. They are not legal advice. We do not take responsibility for anything that results from using these models, including, but not limited to, losing all your money, your marbles, or going to jail. Consult a lawyer or accountant if you need to understand how these financial topics may impact your company or firm).