Course content

About this course

  • $44.00
  • 1 CPD hour
  • January 24, 2023 - 11:00 AM ET

Course description

During this 1-hour webinar, Sapling is going to take attendees through a number of core topics related to modelling cap tables and valuations. During the cap table component, key topics will include the different types of equity structures, dealing with ESOP’s, liquidation, and antidilution concepts. During the valuations and value creation portion, Sapling will discuss valuation types, how to stress test models, and major elements of value creation. Sapling will also take attendees through sample models for each major component to get a better understanding of calculation structure and the application of the concepts.

Cap Table Modelling:

  • Cap Table structure and cap table walk through
  • Dealing with ESOP’s
  • Incorporating Economic Terms
  • Pay-to-Play
  • Antidilution (Full Ratchet & Weighted Average)
  • Liquidation Preference
  • Participation
  • Dealing with Down Rounds and Liquidation
  • Key Insights / Scenario Testing

    Valuations & Value Creation

  • LBO Model Walk Through
  • Valuation types
  • Stress testing models
  • Value Creation
  • Instructor(s)

    Matthew Robertson

    Matthew Robertson is a Consultant with professional work experience in financial modelling, financial analysis and financial operations. During his career, he has worked with diverse clients including startups, mid-market businesses and large enterprises. His industry experience spans companies in the consumer goods, agricultural, industrial & manufacturing, financial services and real estate sectors. In his professional and academic careers, Matthew obtained extensive financial modelling and data analysis skills. He has built complex models and insightful reports for clients across various industries. Matthew now undertakes engagements involving development of financial models for businesses and organizations to assist decisionmakers in their key decisions. Matthew’s educational background includes a Bachelor of Commerce degree from the Smith School of Business at Queen’s University, as well as currently undergoing the Queen’s Master of Finance program.

    Benjamin Corbett

    Benjamin Corbett joined Sapling in 2022 and is currently an Analyst with the firm. Before joining Sapling, Ben was undergoing his Bachelor of Commerce (BCom) from the Smith School of Business at Queen’s University with a focus on finance. Previously, Ben was an intern at Yaletown Venture Partners, a Vancouver-based investor in early-stage software and cleantech companies, where he was responsible for due diligence, deal sourcing, and internal returns analysis. Earlier, he worked at Cadogan Park Wealth Management, also in Vancouver. While at Queen’s, he was a co-chair of the Queen’s Trading Committee (QTC) and worked for the search-fund King Sight Management. Drawing from his past professional and educational experiences, Ben is a thoughtful team member, has a strong desire to learn, and is highly committed to his work. Upon joining Sapling, he has built complex financial models that have assisted in financial due diligence, valuation analysis, and reporting.