Learning Lab: Fundraising Tools Oct. 29, 2025

Introduction to the Fundraising Tools Session

Community Engagement and Resources

Introduction of the Host and Expert

Overview of Fundraising Tools

Modeling Tools for Fundraising

Market Insights for Early Stage Planning

Execution Phase Tools Overview

Detailed Exploration of Priced Rounds

Adding Investors and Analyzing Ownership

Exporting Reports for Comparison

Transitioning to Pro Forma Modeling

Finalizing the Pro Forma Cap Table

Access Control for Cap Table Viewing

User Permissions and Access Management

Communication Tools within Carta

Safe Financing Process Explained

Transition to Deal Closings

Managing Investor Data in Carta

Generating Stakeholder Contact Reports

Conclusion and Feedback Invitation