Arnold Barr

  • What is a startup cap table? A startup cap table, also known as an IPO cap table, is an Excel template that lists the personal information for each individual shareholder at the time of an IPO offering. The template also shows the investment amount for each individual. This piece of information is used by the brokerage firm that publishes the…[Read more]

  • What is a Pro Forma Cap Table? A Pro Forma is an investment document that is used by professional investors and financial professionals. It is essentially a summary of what is happening with an investment portfolio. Investors do this for several reasons, but the main reason is because they want to have an idea of what their investments are doing.…[Read more]

  • Cap table management is the process by which a business distributes its retained earnings among its various ownership groups. Known technically as an equity portfolio, a cap table calculates a business’s equity value. It does this by dividing the total number of shares of any given equity category by its current market price per share. This is…[Read more]

  • A Capitalization Table shows the numbers and scenarios for different scenarios that could occur with a business. There are a lot of variables that could go into capitalizing a business and determining if it is worth investing in a business or not. Some of the situations which show up on a capital table include an offering from a private investor,…[Read more]

  • A VC cap table (cap table) creates a simplified framework from venture capital investors’ view in order to give a basic overview of an angel investor and employee partnership ownership within a venture or budding startup . In that post, we discussed VC Term Sheets and why they are relevant to the investment decision making process. Specifically,…[Read more]