SCENARIO MODELING & PLANNING
Scenario modeling for private companies
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.
Comprehensive modeling tools for your company or fund
Breakpoint analysis results have been independently confirmed by top audit firms.
Understand your options
Your cap table data is already in Carta, so you can easily iterate on exit scenarios in a few clicks.
Look several steps ahead by combining financing round and waterfall modeling.
FINANCING ROUND MODELING
Create pro forma cap tables in seconds
Understand how raising a round will impact shareholders
Leverage data already in Carta to build pro forma cap tables. If you already have a term sheet, you can plug in your precise terms to see their effect.
Use our advanced scenario modeling tools to understand your potential post-money dilution, valuation, and outstanding options.
Understand payouts by share class
Simply input your exit value and non-convertible debt, and instantly determine the amount each share class will receive. For investors, you’ll also understand the payout for each fund.
Understand the impact of fundraising now and exiting later
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 a pro-forma cap table (mind blown).