Log in

Request a Demo

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 and ESOPs so you can understand the impacts of terms, fundraising, and exits.

TALK TO AN EXPERT
Scenario modeling for Investors 1

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 and ESOP 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 and ESOPs.

Scenario modeling for Investors 2

FINANCING ROUND MODELING

Create pro forma cap tables and ESOPs in seconds

Understand how funding rounds impact your investment

Leverage portfolio company data already in Carta to build pro forma cap tables and ESOPs. 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

We support payout calculations for all types of securities. Simply input an exit value to understand payout by share class.

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 and ESOP.

Scenario modeling for Investors 3

join carta

Plan for the future with our scenario modeling tools

TALK TO AN EXPERT
Resources
Partners
About Us
Legal

Subscribe

The latest Carta news, articles, sent to you once a month
Blog
Facebook-square Linkedin Twitter
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.