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

Auditor tested

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.

Robust reports

Look several steps ahead by combining financing round and waterfall 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.

See dilution impact without creating your own models

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


See payouts for possible exit values

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).


Plan for the future with scenario modeling tools

Scenario modeling is included in Growth & Scale plans. Learn more about our plans.

eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.