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Wednesday, June 27 • 9:00am - 11:15am
Startup Finance - How Your Funding Path Affects Your Financial Return at Exit WAITLIST OPEN

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How will your funding strategy impact your financial outcome? This practical workshop will help you understand and analyze the Bootstrap, Seed Funding and Venture Capital funding alternatives, so that you know where you will land in the liquidation waterfall.

Materials to Bring
  • Laptop computer with Excel - we will provide a related financing model for the session
  • Your startup’s cap table information (actual or planned) - we will provide a planning worksheet for the session
What We Will Do
  • Review the equity building blocks of the capital table
  • Analyze the Bootstrap, Seed Funding and Venture Capital funding alternatives
  • Review key terms to negotiate for a Convertible Debt financing and a Venture Capital financing
  • Analyze the Excel financing model to highlight how the various ownership and financing terms interact
  • Assist you  to begin populating your financial model with actual equity data and financing terms
  • Analyze the ownership dilution that you can expect under the three funding alternatives
  • Review the liquidation waterfall under the Bootstrap, Seed Funding and Venture Capital alternatives
  • Review how your company will need to scale to achieve a similar financial outcome under each funding alternative
  • Answer your questions with practical guidance based on deep experience in the area
What You Will Have After
  • Deeper understanding of startup finance, key equity capitalization concepts and key financing terms
  • An Excel financing model populated with your specific equity and funding information
  • Knowledge and tools to help you manage your startup’s cap table and negotiate better financing terms

avatar for Carlos Heredia

Carlos Heredia

Attorney, California Counsel Group, Inc.
Experienced Startup Finance Attorney (Stanford JD/MBA)

Wednesday June 27, 2018 9:00am - 11:15am PDT
Copper Room - 227