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7 Learning Paths · 20 Videos
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Cap Tables & Dilution
How cap tables work, how dilution compounds across rounds, and how to model ownership from an investor's perspective.
Beginner53m
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SaaS Metrics for Investors
The metrics that matter in SaaS deals: LTV/CAC, ARR, NRR, Rule of 40, and how to tell when founders are inflating their numbers.
Intermediate1h 31m
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SAFEs, Notes & Priced Rounds
The instruments used in VC deals: how SAFEs convert, how convertible notes accrue, and when each makes sense from the investor side.
Intermediate1h 4m
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Term Sheet Mechanics
Liquidation preferences, waterfall analysis, and how deal terms translate into actual dollars at exit.
Intermediate56m
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Evaluating Deals
How investors assess pitch decks, evaluate product-market fit, and think about the AI startup landscape.
Intermediate2h 22m
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Valuation & Market Sizing
Damodaran's valuation framework plus Don Valentine's philosophy on targeting big markets. How to think about what a company is worth and whether the market is big enough.
Advanced1h 5m
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Venture Debt & Exit Analysis
How venture debt works, when it helps vs hurts equity investors, and how to model acquisition proceeds through a distribution waterfall.
Advanced34m