How to Build A Cap Table (and not get screwed)

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  • Опубліковано 17 січ 2025

КОМЕНТАРІ • 101

  • @shreyassubramaniam438
    @shreyassubramaniam438 2 роки тому +73

    An often overlooked aspect of funding is liquidation preference. Investors usually ensure they get liquidation preference when an exit happens. This means that they first get to take out the money that they had put in, and the remaining is then split up according to the equity share. This is the reason why if a company sells for a valuation lesser than the previous round's valuation, employees usually end up with nothing.

    • @lernik4
      @lernik4 2 роки тому +4

      Really? That's super important then.
      Is it only true when the entire company gets sold/acquired, or also for each new round of investment?

    • @shreyassubramaniam438
      @shreyassubramaniam438 2 роки тому +14

      @@lernik4 Investors don't usually sell their shares in subsequent rounds. So this is mostly applicable to exits. That said, it all depends on the specific terms that an investor is offering. Always ensure your lawyer goes over and explains the terms to you. First time founders often get a raw deal, and investors are known to even include 2x or 3x liquidation preference in the terms. This means that they first take out two or three times their money on exit, and only then the remaining gets divvied up.

    • @lernik4
      @lernik4 2 роки тому +4

      @@shreyassubramaniam438 thank you

    • @subarnopaul243
      @subarnopaul243 2 роки тому +4

      That’s scary

    • @albertolopezcazalilla
      @albertolopezcazalilla 2 роки тому +9

      And if you get into account they sometimes slip wording that means the liquidation preference clause is participative (aka 'double dip') it gets pretty scary. We had a startup that almost got choked in Series A because of that.

  • @pietrajunqueira405
    @pietrajunqueira405 2 роки тому +27

    FFFFIINNAALLLLYY A video that reeeaally really explain this valuation process in a way we can truly understand! Gratitude :)

    • @slidebean
      @slidebean  2 роки тому

      We're glad you liked it Pietra!

  • @SimonHoiberg
    @SimonHoiberg 2 роки тому +12

    Super helpful video 👌
    I have a bunch of your financial templates already - your spreadsheet level is deeply impressive 😁

    • @slidebean
      @slidebean  2 роки тому +1

      Thanks Simon! We're glad to help you out anytime!

  • @SuperParkerBrothers
    @SuperParkerBrothers 2 роки тому +4

    Love the breaking bad / Saul references… so much!

  • @blakwiddow
    @blakwiddow 2 роки тому +8

    This was really helpful. I never got the valuation concept.Pre and Post valuations along with the shares. This was really beautifully broken down.

  • @IdowuAkinde
    @IdowuAkinde 2 роки тому +9

    Wow. I love this ❤❤❤
    I have a similar version of this - I call it the Equity Distribution Calculator - that I've typically shared with my (startup) coaching clients to help them understand equity and dilution in general, and visualize how their present equity holdings could change in the future.
    Perhaps I should create a video too...🤔
    Great job, Slidebean! More elbow grease... 💪

  • @FellexandroRuby
    @FellexandroRuby Рік тому

    Super helpful. Really appreciate it!

  • @LulaFotis-t2v
    @LulaFotis-t2v 11 місяців тому

    This is by far the best video I've seen on this topic. Super simple thorough and clear explanation. Going to try the spreadsheet template now. Thank you Slidebean!

  • @suryansh70
    @suryansh70 2 роки тому +7

    Hey caya and slidebean team u re doing amazing work for educating us 👍great explaination thank you 😊

  • @black_rph
    @black_rph 2 роки тому +2

    Thank you unconditionally for this gem 🙏🏿

  • @RobertKandell-n8v
    @RobertKandell-n8v Рік тому

    Amazing video and great spreadsheet. you have an amazing presentation style.

  • @dtannenb
    @dtannenb 5 місяців тому

    Thanks for the video and template. This is very helpful.

  • @chrystarinze
    @chrystarinze 11 місяців тому

    This was really well explained. Thank you ❤

  • @azemohdavipaul6804
    @azemohdavipaul6804 2 роки тому +1

    Wow this was so helpful, thanks guys

  • @TheMortgageCompanyList
    @TheMortgageCompanyList Рік тому

    Amazing video! Thank you very much!

  • @moyooluwatuyi7811
    @moyooluwatuyi7811 2 роки тому +1

    You guys are so awesome

  • @Hawkman6788
    @Hawkman6788 2 роки тому +1

    I want to see you guys at 1 million subs

    • @slidebean
      @slidebean  2 роки тому

      Would definitely love to see that too 😂

  • @ai-DAAS
    @ai-DAAS 2 роки тому +2

    Thank you caya and slidbean team you helped me a lot, you deserve equity as co-founders in my startup ❤️

  • @melvinsagini1198
    @melvinsagini1198 2 роки тому

    Thanks again, shared at the right time, keep up the good work.

  • @HS-wd5mp
    @HS-wd5mp 2 роки тому

    Thank you so much. This was much needed.

  • @Liztsumi
    @Liztsumi 11 місяців тому +1

    Hey Caya, thanks v much for the helpful video, but I noticed the template from the website looks different than the one in the video. Could you provide the link to the the template that looks like the one in the video?

    • @spinka6
      @spinka6 6 місяців тому

      did you ever receive the spreadsheet from the video? The download is still different

  • @PortmannInternational
    @PortmannInternational Рік тому

    Amazing content, very valuable video. Thank you

  • @babatundeololade6765
    @babatundeololade6765 2 роки тому

    Thank you Caya, much appreciated.

  • @DrTomMD
    @DrTomMD Рік тому

    Caya has a unique and excellent way of making what others make complex seem simple.

  • @spinka6
    @spinka6 6 місяців тому

    Great video but the cap table in the video and the download are different. Do you have a link to the cap table in your video?

  • @alpaykasal2902
    @alpaykasal2902 Рік тому

    thanks for the lesson. but wow, I had to rewatch SO MANY times.

  • @IdowuObadeyi
    @IdowuObadeyi 2 роки тому

    Hope you know, Caya, that there's a special place in heaven reserved for you. Much love & respect man!

  • @rafatbalat1997
    @rafatbalat1997 2 роки тому

    That is fantastic information, thank you so much

  • @martinlira1072
    @martinlira1072 2 роки тому +1

    I swear I'll re-watch this video until I fully comprehend it LoL

  • @MuhammadAli-mi5gg
    @MuhammadAli-mi5gg 2 роки тому

    Really helpful, thanks!!

  • @tonydamari9468
    @tonydamari9468 2 роки тому +1

    I realise that I've totally misunderstood what the dilution of shares actually meant before this video.

  • @kylebeneventi8476
    @kylebeneventi8476 2 роки тому +2

    Insanely helpful video - thank you!
    Quick question; what is the rationale behind the 7x multiplier (new capital request * 7) in your pre-money valuation cell?

  • @nicolasguillenc
    @nicolasguillenc Рік тому

    awesome thank you!

  • @simonpeters8503
    @simonpeters8503 2 роки тому

    Wonderful content!

  • @rocketMushroom69
    @rocketMushroom69 2 роки тому

    Really insightful

  • @benhwang4609
    @benhwang4609 2 роки тому

    Thanks for sharing!

  • @TheArmanist
    @TheArmanist Рік тому +1

    When you founded Slidebean with 10.000.000 shares how did you valuate your single share price?

  • @basri090909
    @basri090909 Рік тому

    Tq so much bro❤

  • @sanusijr8976
    @sanusijr8976 2 роки тому +1

    how about the revenues generated by the company, are they going to be giving out as dividends to the shareholders or what?

  • @AndreLightcraft
    @AndreLightcraft 6 місяців тому

    Can you answer this quick question.. I noticed when you were playing with the numbers in series A and series B only the percentages dropped for the founders and not the seed investors or series A investors. Can you explain why ? Great video btw and extremely appreciative of the immense value being given will check out more of your stuff

    • @slidebean
      @slidebean  6 місяців тому

      this is an updated version of that video, maybe it’ll help explain it better:
      ua-cam.com/video/4WaJD0MF4q4/v-deo.htmlsi=zG92xuCilkhatFks

  • @marilyncrawford2362
    @marilyncrawford2362 2 роки тому +1

    Is there a particular person I can talk with?

  • @raphaelregis5336
    @raphaelregis5336 Рік тому

    I apologize, but it seems that the template provided in the link does not precisely match the one featured in the video. I would be grateful if you could kindly share the exact template showcased in the video for reference. Your assistance in this matter is highly appreciated.

  • @dmartinez95
    @dmartinez95 6 місяців тому

    The video shows pre-money valuation as an input variable but the version on the website as of 6/22/24 shows post-money valuation as the input variable instead.

    • @dmartinez95
      @dmartinez95 6 місяців тому

      found the error. cell J88 was using the wrong equation.

  • @AbhinavKulshreshtha
    @AbhinavKulshreshtha 2 роки тому +2

    I have a query about employee stock option, Suppose a startup gave their employees stocks as bonus, but even after over 20 years, the company doesn't have any intention to go for ipo or similar stuff, it's a profitable completely self-bootstrapped company that never needed any kind of funding, and their plan is to keep the business in the family. Can those stocks ever be redeemed?

    • @TiberiuMusat
      @TiberiuMusat 2 роки тому

      Yes, but not on the public markets.

    • @AbhinavKulshreshtha
      @AbhinavKulshreshtha 2 роки тому +1

      @@TiberiuMusat then how? The management didn't do the buyback when all employees asked for. Stocks are literally useless as the company is going to stay private forever.

    • @sanyamchaturvedi5633
      @sanyamchaturvedi5633 2 роки тому

      So i guess this happens based on the company valuation at that particular point of time as in the type of funding they have or had by that time. The total exceeding value of the company based on the investment that company already possess, your ESOPS will be valued then you’ll get your amount.

    • @TiberiuMusat
      @TiberiuMusat 2 роки тому +1

      @@AbhinavKulshreshtha At some point they will do stock buybacks or at least start paying dividends. Until then, you might be able to use your stock as collateral for a loan.

  • @marilyncrawford2362
    @marilyncrawford2362 2 роки тому +1

    Thank you for this information. It helps, for further assistance and cost who do I contact?

    • @slidebean
      @slidebean  2 роки тому

      Hi Marilyn- you can start here:
      slidebean.com

  • @KhawarNehal
    @KhawarNehal 2 роки тому

    Dear Jose,
    Your videos are useful and explain some concepts very well.
    Hopefully we can work on projects together in the future.

  • @marcuswaldron4568
    @marcuswaldron4568 2 роки тому

    This is a great video

  • @capaneo
    @capaneo 2 роки тому

    You didn't link the stock option video brother!

  • @GoodFellaah
    @GoodFellaah 2 роки тому

    What movie is that at 0:17?

  • @evangelistopoku6544
    @evangelistopoku6544 2 роки тому

    Gracias

  • @hilaryokoh
    @hilaryokoh Рік тому

    where can I get the cap table template for free?

  • @Victor-oy8bj
    @Victor-oy8bj Рік тому

    yo but why is there 12 green blocks when the investor only bought 11. vid was almost perfect

  • @carlosvega8417
    @carlosvega8417 2 роки тому

    Please make a video of laundering money with Los pollos hermanos as an example.

  • @moingude
    @moingude 2 роки тому

    I dont get how the strike price is calculated (the forumla in the sheet is very complicated). Anyone can help me for that?
    Thanks!

  • @st1412
    @st1412 2 роки тому

    Not getting anymore notifications?

  • @IStMl
    @IStMl 2 роки тому

    Thanks for the template!

  • @george_davituri
    @george_davituri Рік тому

    yep

  • @syedrumman3920
    @syedrumman3920 11 місяців тому

    The file link does not work when I got it in email :(

  • @yoyara97
    @yoyara97 2 роки тому

    How can we use this if our first round is using SAFE notes? I'm trying to do it but it's not working, any help?

  • @hendrikexcreable
    @hendrikexcreable 2 роки тому

    I love you

  • @quitest4850
    @quitest4850 8 місяців тому

    when you are pre IPO wouldn't you only talk about equity in terms of percent and not shares? this just confused me more

  • @kandukurisaibharathkumar7765
    @kandukurisaibharathkumar7765 2 роки тому

    Great vedio sir it is very much helpful to understand the validation of startup👌

  • @dynamics9000
    @dynamics9000 2 роки тому

    If you are investing in yourself, then you never lack wealth. the best investment is , investing in you .anyway liked your videos . a fellow creator~~~

  • @amydesai4292
    @amydesai4292 2 роки тому

    Great Work. Thanks

  • @arielle-cheriepaterson7851
    @arielle-cheriepaterson7851 4 місяці тому

    Ok but can you explain WHY the company had to create new shares? Every vid I've watched on this topic hasn't explained that.

    • @slidebean
      @slidebean  4 місяці тому +1

      In part, because selling shares someone already is terribly inefficient.

  • @scatkit
    @scatkit Рік тому

    so you're basically using double instead of float )

  • @ugaas3074
    @ugaas3074 2 роки тому

    Can I start my startup with 100m shares?
    Or is that illogical?

    • @slidebean
      @slidebean  2 роки тому

      You could. It may be too many (since you’ll need to issue more as new investors come).
      - Caya

  • @diegoallcore
    @diegoallcore 2 роки тому

    Que madre, ya cometí mis primeros mil errores jaja

  • @HunterFox2x
    @HunterFox2x 2 роки тому +3

    I will bootstrap mine to death.

  • @guillermosalles3154
    @guillermosalles3154 2 роки тому

    u should make a channel in spanish

  • @ryanchowdhury6909
    @ryanchowdhury6909 2 роки тому

    cap table template is not getting downloaded. its saying signup, even when i am signed in

    • @slidebean
      @slidebean  2 роки тому

      Here; app.slidebean.com/documents/d2pjmigpfso11wk31ujc170z

  • @mikehollowayuk
    @mikehollowayuk Рік тому

    Great video, but please don't mumble words.

  • @hjxb
    @hjxb 2 роки тому

    thanks Caya. i only wish this channel was started in 2016 🥲