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– November 26, 2024 @ 2:00 PM ET –

Cap Table Clarity: How to Manage Equity Investors


With Forecastr

For founders, a well-organized cap table is essential to making informed decisions and keeping investors confident. We will dive into why a cap table is fundamental to your startup's transparency and success.

Partnered With:

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Cap Table Clarity: How to Manage Equity Investors

Join us for this interactive and educational presentation.

 

For founders, a well-organized cap table is essential to making informed decisions and keeping investors confident. In "Cap Table Clarity," we will dive into why a cap table is fundamental to your startup's transparency and success.

This session covers practical tips for keeping meticulous records and explores important distinctions in structuring cap tables for both C-Corporations and LLCs.

Additionally, we’ll unravel the concept of “stacking SAFEs,” discussing whether this strategy is beneficial or risky in the long term. Join us to gain insights and best practices for managing investor equity effectively.

This will be an hour-long session with a Q&A at the end.

What To Expect:

Understanding cap tables and their importance

Best practices for cap table management

Insights on stacking SAFEs strategy

Tips for transparent record-keeping

Interactive Q&A with real-time audience questions

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Featured Speakers

Katie Dunn

 

Katie Dunn

Partner

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Katie is the first partner in Power to Pitch, bringing the investor perspective to support Kat’s expert storytelling. She has 25 years of career experience focused on finance, due diligence, and strategy. Katie has made 17+ investments as an angel investor (and growing every day), 1 patent for the evaluation of real estate transactions, and $10 billion in commercial real estate loans originated, underwritten, closed, and asset managed. She has earned 3 scholarships and 2 internships for grad school where she graduated #1 in the entire business school.

 

Vanessa Blanco

 

Vanessa Blanco

Head of Cap Table Sales

JP Morgan Workplace Solutions

A passionate and driven leader and Advocate for Equality. Responsible for originating and managing new and existing client and employee relationships. Skilled at building client & employee relationships and strategic networks for business acquisition, client retention and referrals.

 

ALAN GOULD Final

 

Alan Gould

Vice President

JP Morgan Workplace Solutions

Alan Gould is a Vice President at J.P. Morgan, bringing over a decade of experience in corporate finance and investment strategy. Known for his expertise in managing complex financial portfolios, Alan has worked extensively with both early-stage and established companies to optimize capital structure and navigate strategic growth. His commitment to innovation and deep knowledge of financial markets make him a trusted advisor in the industry. Alan holds an MSc and is passionate about helping businesses achieve their financial goals through sound investment practices.