Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.
In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.
Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.
KEY LEARNING POINTS:
- Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
- How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
- Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.
CPE CREDIT HOURS: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None
CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.
Please visit our Continuing Education and Event Policies pages for more information.
