Guide to Convertible Notes

Guide to Convertible Notes

Want to understand convertible notes? I’m going to give you a crash course in this blog so you have a solid footing in understanding them for your next fundraise. Whilst reading the details is unfortunately mandatory to understand this financial fun, it’s a heck of a lot easier if you have an actual Excel tool to play with and see …

warrants and options

What are the differences between warrants and options?

Warrants and options are both financial instruments that give the holder the right, but not the obligation, to buy or sell a security at a specified price within a certain time period. In this article, we will explore the key differences between warrants and options and how they are used. Warrants and options are commonly used in the financial markets …

Ask Alex Podcast startup investment fundraising

AA 005: Should I include a cap table and valuation proposal in my Series A presentation?

[smart_track_player url=”https://traffic.libsyn.com/alexanderjarvis/aa0005_Should_I_include_a_cap_table_and_valuation_proposal_in_my_Series_A_presentation.mp3″ background=”blurred_logo” social_linkedin=”true” ] Welcome to the fifth podcast of the Ask Alex show! Today the question is “Should I include a cap table and valuation proposal in my Series A presentation?” In this podcast, we explain what actually matters when pitching investors and your pitch presentation, when you should share information, how and when. Listen to learn more! Show …

50Folds professional cap table template returns analysis

Professional capitalization table template. Full blown tracking and analysis tool

Take control of your startup ownershipThe most detailed Excel model to to track financing rounds that you can buy on the internet Understanding the effect of multiple funding rounds can get really, really complicated! I could only find simple, free tools online so I made something that could do everything, and now investors, lawyers and financial advisors use it themselves …