CARTA SCENARIO MODELING

Plan for the future with waterfall and financing round modeling. With Carta's comprehensive scenario modeling tools, you can quickly understand the implications of fundraising and exits—using data already in Carta.

Waterfall modeling

Avoid building complicated models from scratch. In Carta, you can model payouts for a given value instantly.

Breakpoint analysis
See which share classes get paid on a possible exit value, all in a convenient table.

Sensitivity analysis
View a line graph of payouts by share classes and stakeholders across a range of exit values, before you accept a term sheet.
Payout modeling
See a table of projected payouts for top stakeholders or share classes, for a specific exit value.

Finance round modeling

Understand the impact of raising a round on your shareholders, dilution, and option pool.

Cap table versions
Understand the impact of new funding rounds with pro forma cap tables. Customize metrics like pre-money valuation, total investment, and post-money option pool.

Dilution modeling
Model the impact a new round would have on your dilution, post money valuation, and outstanding options, using data already in Carta.

Get scenario modeling
Request a demo at carta.com/requestdemo or reach out to your relationship manager.

Disclosure: This communication is on behalf of eShares Inc., d/b/a Carta Inc. (“Carta”). This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

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