Company admins

Learn about issuing equity, managing stakeholders, 409A valuations, and more

Getting started

Company account settings

409A valuations

Fundraising

Managing stakeholders

Issuing equity

Exercises & transactions

Taxes & compliance

Financial reporting

Reports

Subscriptions & add-ons

Fundraising

Scenario modeling

How to prepare for an IPO with Carta

How does the funding process work for SAFE Financing?

How to set up and manage company data rooms

How to use the SAFE Financings tool

How to use the SAFE and convertible note calculator

How to streamline your deal closing with Carta

How to use the Financing History page

How to use the Market Insights tool for fundraising and hiring

Customer journey guide: Carta fundraising essentials

Scenario modeling

How to model your exit using waterfall

How to model a priced round

How to use the SAFE modeling tool

How to build a pro forma model

How to build a deal-ready pro forma

How to make changes to existing pro forma models

How to add anti-dilution provisions to a pro forma model

How to manage secondaries in the pro forma tool

How to add a fixed percentage convertible (e.g., Techstars/YC) to a pro forma

Frequently asked questions about the deal pro forma tool

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