How to build a deal-ready pro forma | support.carta.com

The Carta Deal Pro Forma tool allows users to generate an accurate pro forma with iterative calculation capabilities in a few easy steps. After entering the necessary inputs, the tool will do the math.

The tool automates the process of building a pro forma so that it can be completed on the Carta platform within minutes. This will expedite the deal process and ensure that the model is accurate, created by leveraging a current cap table along with user inputs.

Topics to Learn More:

• How do I build my pro forma?
• How do I make changes to existing pro forma models?
• How do I add anti-dilution provisions?
• How do I manage secondaries in the pro forma model?
• How do I add a fixed percentage convertible (e.g., Techstars/YC)?
• Frequently asked questions