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 so you can understand the impacts of terms, fundraising, and exits.
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 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.
FINANCING ROUND MODELING
Create pro forma cap tables in seconds
Understand how funding rounds impact your investment
Leverage portfolio company data already in Carta to build pro forma cap tables. 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
Simply input exit values and non convertible debt for your portfolio companies, and you’ll be able to see the various payouts for your funds.
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.
