SCENARIO MODELING & PLANNING
Know your owners. Plan your future.
SCENARIO MODELING
Comprehensive modeling tools for your company or fund
Auditor tested
Breakpoint analysis results have been independently confirmed by top audit firms.
Understand your ESOP
Your cap table and ESOP 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.
FINANCING ROUND MODELING
Create pro forma cap tables in seconds
Understand how raising a round will impact shareholders
Leverage your real-time cap table to run pro forma scenario models. If you already have a term sheet, you can plug in your precise terms to see the impact on share price, valuation, and individual dilution.
WATERFALL MODELING
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 individual and 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
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Plan for the future with scenario modeling tools
Scenario modeling is included in all Carta plans.
