Workshops
Single-session live workshops on financial modeling. Small groups, direct Q&A, everything you need to walk away and use what you learned. Led by me.
Upcoming
How to build fund infrastructure with AI
May 6, 2026 · InvestorsLessons from building an AI-powered portfolio reporting product. Where AI fits in fund operations, what breaks, and what actually saves time.
$75
Cap Table Workshop
May 12, 2026 · Founders & InvestorsA practical workshop on cap tables, what they are, why they matter, and how they evolve as you raise capital and issue equity. Hands-on format with AI-assisted modeling.
$175
Exit Waterfall Workshop
May 19, 2026 · Founders & InvestorsA practical workshop on exit waterfalls. Who gets what, in what order, and why. Ownership, preferences, and dilution in real exit scenarios.
$175
Stay in the loop
New workshops, model updates, and occasional AI tips. Low volume.
Private instruction
Work with me 1-on-1
Private workshops for you, your team, your fund, or your program. Same format, single session, direct Q&A, tailored to your specific models and situation. Also available as a 1-hour working session on your own model.
Past
April 15, 2026How to Model a Venture Fund, for VC LabVC Lab
March 15, 2026Cap Table Bootcamp, for Decile Partners Deals InstituteDecile Partners
February 15, 2026Cap Table and Exit Waterfall, private classPrivate venture fund
December 15, 2025How to Model a Venture Fund, for VC LabVC Lab
September 15, 2025How to Model a Venture Fund, for VC LabVC Lab
July 15, 2025Forecasting Your Venture Capital FundAll Raise
May 15, 2025Intro to Modeling Cap Tables, for GoingVCGoingVC
May 15, 2025How to Model a Venture Fund, for VC LabVC Lab
April 15, 2025Forecasting Your Venture Capital FundAll Raise
March 15, 2025Modeling Exit Waterfalls, for All RaiseAll Raise
January 20, 2025Modeling Cap Tables and Convertibles, for All RaiseAll Raise
January 15, 2025Cap Table Fundamentals, privatePrivate venture fund
January 15, 2025How to Model a Venture Fund, for VC LabVC Lab
November 15, 2024Intro to Modeling Cap Tables, for GoingVCGoingVC
November 11, 2024Cap Table Masterclass, Cohort 15Hemrock
October 21, 2024Fund Modeling and Construction, for Tulane UniversityTulane Venture Fund
September 16, 2024Cap Table Masterclass, Cohort 14Hemrock
June 11, 2024How Down Rounds Impact Cap TablesMaven Lightning Lesson
May 15, 2024Intro to Modeling Cap Tables, for GoingVCGoingVC
April 15, 2024Cap Table and Exit Waterfall Masterclass, Cohort 13Maven
February 28, 2024Going from Fund I to Fund II, with Graph AdvisorsGraph Advisors
February 22, 2024How to Model Venture Funds, Cohort 8Maven
February 15, 2024How to Model a Venture Fund, for VC LabVC Lab
February 13, 2024Fundamentals of Building a Cap Table, Canadian Women in VC BootcampCanadian Women in VC
February 6, 2024Cap Table and Exit Waterfall Masterclass, Cohort 12Maven
January 25, 2024How to Model Venture Funds, Cohort 7Maven
January 16, 2024Cap Table and Exit Waterfall Masterclass, Cohort 11Maven
December 15, 2023Lunch and Learn, airCFOairCFO
November 30, 2023How to Model Venture Funds, Cohort 6Maven
November 15, 2023Intro to Modeling Cap Tables, for GoingVCGoingVC
November 15, 2023Venture Capital Fund Economics, for Venture InstituteVenture Institute
October 31, 2023Cap Table and Exit Waterfall Masterclass, Cohort 10Maven
October 11, 2023How to Model Venture Funds, Cohort 5Maven
September 12, 2023Cap Table and Exit Waterfall Masterclass, Cohort 9Maven
August 1, 2023How to Model Venture Funds, Cohort 4Maven
July 11, 2023Cap Table and Exit Waterfall Masterclass, Cohort 8Maven
June 18, 2023Cap Table Workshop, Cohort 4Maven
May 15, 2023Intro to Cap Tables and Portfolio Construction, for Venture FluentVenture Fluent
April 25, 2023Cap Table and Exit Waterfall Masterclass, Cohort 7Maven
April 13, 2023How to Model Venture Funds, Cohort 3Maven
April 12, 2023Modeling Anti-Dilution for Cap TablesPublic
March 9, 2023Using Your Venture Fund Forecast to Manage InvestmentsTactyc
March 2, 2023Cap Table Workshop, Cohort 3Maven
February 8, 2023How to Model Venture Funds, Feb 2023Maven
January 25, 2023Cap Table Workshop, Jan 2023Maven
January 10, 2023Cap Table and Exit Waterfall Masterclass, Cohort 6Maven
December 15, 2022Intro to Cap Tables and Portfolio Construction, for Venture FluentVenture Fluent
December 14, 2022Intro to Portfolio Construction, for Venture CooperativeVenture Cooperative
December 8, 2022Cap Table Workshop, Dec 2022Maven
November 16, 2022How to Model Venture Funds, Nov 2022Maven
November 15, 2022How to Model Equity and Convertibles, at Carnegie Mellon UniversityCarnegie Mellon University
November 1, 2022Cap Table and Exit Waterfall Masterclass, Cohort 5Maven
October 11, 2022Cap Table and Exit Waterfall Masterclass, Cohort 4Maven
October 4, 2022Intro to Modeling SAFEsPublic
July 12, 2022Cap Table and Exit Waterfall Masterclass, Cohort 3Maven
June 29, 2022Intro to Modeling SAFEsPublic
May 15, 2022Intro to Modeling Cap Tables, for GoingVCGoingVC
April 15, 2022Fund Portfolio Construction Models for the Real WorldFirst Republic, MaC Venture Capital, Tactyc
April 11, 2022Cap Table and Exit Waterfall Masterclass, Cohort 2Maven
April 5, 2022Intro to Modeling Cap TablesPublic
February 22, 2022Cap Table and Exit Waterfall Masterclass, Cohort 1Maven
January 15, 2022Unit Economics for Startups, for Entrepreneur FirstEntrepreneur First
Previous workshops on financial modeling for entrepreneurs and other financial modeling workshops from 2012 onwards not listed.
Want a private workshop for your team, fund, or program? Contact me.