Both Sides of the Table

MAY 19, 2018

Your historical trading information including financials and a “customer file” which shows the history of your transactions so that investors can run “cohort” analyses Customer reference, personal references, key team members, compensation, cap table, stock option plan, etc. So how does this work in practice? Entrepreneur : “Sure.

Cap Table 336

Cap Table Due Diligence Forecast Churn Rate 336

Steve Blank

APRIL 8, 2010

They collected information that justified their assumptions about the problem, opportunity, market size, their solution and competitors and the their team, They rolled up a 5-year sales forecast with assumptions about their revenue model, pricing, sales, marketing, customer acquisition cost, etc. It was an exquisitely crafted plan.

Business Model 332

Business Model Business Plan Customer Cap Table 332

David Teten

JANUARY 19, 2021

In all these cases, capital is provided to fuel forecasted growth without creating a commitment to a particular vision for future funding rounds, exit goals, and associated blitzscaling. These variations in founder-alignment allow Flexible VCs to specialize in the types of companies they work with. The State of Flexible VC.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

genylabs.typepad.com

SEPTEMBER 24, 2011

Tracking and Forecasting the Trends Impacting the Future of Small Business. I wont bother going into details on start-up financing terms ( see this post for an overview of typical VC terms) except to say if you dont know and understand: the firms cap table and valuation. Lessons from a Failed Forecast. Emergent Research.

Equity 40

Equity Technical Review San Jose Stock 40

Feld Thoughts

AUGUST 12, 2011

Build a financial model that forecasts the P&L. Tie the P&L forecast to the Balance Sheet and Cash Flow Statement and generate snapshots of what the Financial Statements will look like each year for the next 5 years. QuickBooks allows you to forecast expenses. This should tie to your GL for “Actuals” (i.e.

Balance Sheet 136

Balance Sheet Forecast Cap Table Early Stage 136

David Teten

SEPTEMBER 23, 2017

EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. With regard to analyzing a given company’s financial model, that is a reasonable stereotype, given that VCs do not typically use financial leverage and financial forecasts of early-stage companies have a very high uncertainty rate.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Hunter Walker

JULY 18, 2022

Do you understand your cost structure and can you manage to a forecastable growth rate. A $10b+ outcome feeds *everyone* on the cap table and the collective belief that an extraordinary number of startups could reach and eclipse this milestone drove a lot of the momentum investing of 2019–2021. Top line growth and margin.

Valuation 142

Valuation Cap Table Startup Later Stage 142