SOLUTIONS

Fundraising on Carta

Raising a round is challenging, but you’re not alone. Make your cap table an asset, not a liability, with a platform that takes you from your seed round to exit.

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Behind every fundraise

Founders are bold, courageous, and innovative — their tools should be, too.

Prepare

Model multiple scenarios in minutes to calculate your future investment needs.

Raise

Fundraise faster: tackle due diligence with ease and efficiently export reliable data.

Close

Update company registers, invite stakeholders & keep investors informed.

Behind every fundraise is a story

Round Modelling

Leave no doubt in your fundraise. Our round modelling tool shows you how different financing scenarios will impact your company, considering dilution, valuation, and share classes.

Cap Table Reports

Receive reports straight to your inbox that summarise your cap table and shareholdings – pulled from a single source of truth.

Company Registers

Simple, fast and reliable access to company ownership records including the Register of Shareholders and Register of Allotments.

Investor Experience

Keep stakeholders informed on their equity position with interactive equity dashboards and notify investors about the status of your fundraise through the platform.

Fundraising - Feature | More savings, fewer surprises | UK

"It takes money to make money" applies to fundraising. But a surprise cap table error could lose you a deal and take time and money to fix.

Carta’s onboarding support and data validation will help you avoid costly errors that deter future investors.

Fundraising - Feature | Spend more time building | UK

The process of fundraising takes founders away from their businesses.

Carta reduces manual entry and administrative back-and-forth, giving you the bandwidth to focus on building your company.

Fundraising - Feature | Don't raise a round | UK

While we can't reduce the "no's," Carta can give founders the power of know.

Leverage your equity to strengthen your relationships with investors, and in turn secure future funding, without a significant time burden.

Behind every fundraise is a win

One of the biggest savings I made during our Series A fundraise was using Carta’s round modelling reporting function. It would usually take us four to five days to execute manually, but at the click of a button, the platform generated our report in two minutes. That was a big win.

Charalampos Chatzitheodosiou

Head of Financial Accounting, Plum

Fundraising basics

What should I do before I start fundraising?

There are many different ways to grow your company, from bootstrapping, joining an accelerator, holding a friends and family round, or searching for investors, just to name a few.

Each option has its pros and cons, and as a founder, you can decide what is best for your company at its current stage.

If you’ve determined that fundraising is right for you and your company and you’re an early-stage founder, a great place to start is by browsing Carta’s Startup Fundraising Resources .

When should I get started with fundraising?

There are plenty of reasons to consider fundraising: you may already have a lot of traction with your end users or customers, you’re going to run out of cash and resources in six months, or you need more support.

Knowing when to start the fundraising process can be tricky. There are many different ways to grow your company, from bootstrapping, joining an accelerator, holding a friends and family round, or searching for investors, just to name a few.

Each option has its pros and cons, and as a founder, you can decide what is best for your company at its current stage.

Familiarising yourself with your burn rate will provide another indication of when you should start fundraising. Use our Burn Rate Calculator to kickstart the process.

How should I approach later-stage fundraising?

If you’ve already reached Series A and you’re looking towards the next stage of raising capital, take a look at our Complete Guide to Series B funding or download our Series B pitch deck guide for free .

For further industry-leading insights, get fundraising tips from an online panel with Octopus Ventures to learn How to Craft the Perfect Series B Pitch .

Start your journey with Carta

Save time and money as you scale up by leveraging the best and most comprehensive set of tools and services.

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