Learning Lab recap: Fundraising Tools 4/9/2026 | Carta Community
Learning Lab recap: Fundraising Tools 4/9/2026
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Introduction to Fundraising Tools
- Overview of the Learning Series
- Fundraising Journey Phases
- Navigating the Platform
- Modeling Tools Overview
- Execution Tools for Fundraising
- Q&A Session and Community Engagement
- Exploring the Waterfall Tool
- Conclusion and Feedback Request
Recap highlights:
- Model Your SAFE for early-stage convertible note and SAFE scenario planning
- Model Price Rounds to compare term sheets and model round-on-round effects
- Deal Pro Forma for legally-precise, deal-ready modeling with interactive Excel exports
- Data Rooms for organizing and sharing documents with investors and stakeholders
- Close Your Financing to send signature packets, track signatories, and issue stock certificates in one workflow
- SAFEs workflow for getting SAFEs signed and funded without retroactive updates
- Model Your Exit for exit scenario planning (higher-tier subscriptions)
Practice in a demo account:
URL: https://app.certification.carta.team/corporations/18268/summary/
Username: admin@servicehub17694.com
Password: carta97!
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