Scenario Modeling

Know the impact of your financing

Model and compare financing scenarios to stay ahead of your company’s dilution, valuation, and ownership over time.

Pro-level tools for strategic ownership planning

Create accurate models—fast

Generate reliable forecasts in clicks, pulled directly from your cap table.

Analyze multiple outcomes

Understand ownership impact by comparing complex scenarios.

Forecasting for any stage

Leverage a complete modeling suite for SAFEs, priced rounds, and exits.

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See the tools in action

Discover how you can model multiple rounds and exit scenarios directly from one platform.

Are you an early-stage founder? Build your cap table for free with Carta Launch.

Know what’s ahead—from fundraising to exits

See the impact of current and future fundraising rounds in seconds.

Get a clear view of dilution

Protect your ownership and understand the impact of SAFEs and convertible notes on your next priced round, with a tool built specifically for early-stage founders.

Model for future rounds

Your current fundraise is just the beginning. Easily model multiple rounds at once, and see how each new funding scenario will affect your company’s ownership.

Complete pro formas—in a click

The first step of every financing round is the pro forma, a future projected version of your cap table. Skip the spreadsheet and save time getting deal ready by creating an automated, accurate pro forma in minutes.

Strategically plan your exit

Quickly generate detailed waterfall models, from breakpoint analysis to payout modeling by share class, to prepare your company for all possible exit scenarios.

Trusted by over 50,000 companies

Testimonials

• "Carta has helped us to clean up all of our data, giving us a lot more confidence, for both tracking and reporting purposes, especially since we have investors who expect to have this data at their fingertips."
  Dominic Ong
  CFO, EndowUs

• "For cap table management, Carta’s spot on. It’s become the backbone of how we manage ownership, and I’m excited to explore how we can extend that foundation into some of their fundraising tools and beyond."
  Jack Hartpence
  Co-Founder and CEO, PowWater

• "We will definitely lean on Carta for our next round of funding... Having APAC-based support meant we always had someone available who understood our context and could jump in quickly to help."
  Yonas Tejoputranto
  Head of Finance, Dovetail

FAQs

What is scenario modeling?

Why should I use Carta for scenario modeling?

Do I need to be on Carta to use scenario modeling tools?

My company is at a very early stage, can Carta help my startup?

What else does Carta offer to assist with fundraising?

Forecast your company’s financing journey

Model and compare financing scenarios to stay ahead of your company’s dilution, valuation, and ownership over time.