SCENARIO MODELING FOR VCS

Stay ahead on investments with scenario modeling​

Carta offers sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables so you can understand the impacts of terms, fundraising, and exits.
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Why Carta?

Robust scenario modeling tools for your fund

Auditor tested

We’re confident in the accuracy of our breakpoint analysis. Top audit firms have confirmed our results.

Fast results

Use your portfolio company’s cap table data to model exits in a few clicks. It’s that easy.

Complex scenarios

Our reports work together, so you can run waterfall models on your pro forma cap tables.

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FINANCING ROUND MODELING

Create pro forma cap tables in seconds

Understand how funding rounds impact your investment

Leverage portfolio company data already in Carta to build pro forma cap tables. Use your term sheets to plug in your precise terms and see the effects.

Model the impacts of dilution

Use our advanced scenario modeling tools to understand your portfolio companies’ potential post-money dilution, valuation, and outstanding options.

WATERFALL MODELING

Model exits and payouts for your investments

Understand payouts by share class

Simply input exit values and non convertible debt for your portfolio companies, and you’ll be able to see the various payouts for your funds.

Complex scenarios for funds

If you have a complex scenario, our tools can handle it. Our scenario modeling reports work together, so you can run a waterfall model on your portfolio company’s pro-forma cap table.
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Plan for the future with scenario modeling tools