VC Financial Modeling Bundle (VC Firm Training Edition)

The VC Financial Modeling Bundle covers the complete VC investment lifecycle and all of the key VC financial modeling concepts VC investment teams need to know, including:

• SAFEs
• Cap Tables
• Pro Rata Rights
• Liquidation Preferences
• The “Option Pool Shuffle”
• "Fund Returner" Calculations

Folks in Microsoft's VC division, at Sierra Ventures, and on Pearson's corporate VC team have all used it to skill up.

(^^ Family Office Investor)

We spent over 50 hours creating these detailed Excel workbooks loaded with:

✅ Examples

✅ Resources

✅ Practice problems

✅ 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.

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).