What’s new?

With Carta's new Deal pro forma tool you can generate an accurate deal-ready pro forma model with iterative calculations in just a few minutes. Users will be able to create a deal-ready pro forma that takes into account all the nuances of the model and handles the complicated conversion math for SAFEs and Notes. 

What's important or valuable about this?

Carta automates the process of building a pro forma so that it can be completed on the Carta platform within minutes. Carta Deal Proforma eliminates unnecessary iterative and redundant work. With the new tool you can increase the capacity for companies to be more versatile with their modeling as it’s easy to make incremental changes instead of starting from scratch. Starting today you can:

• Build a deal pro forma in a few minutes instead of hours and view results instantly
• Share or view on Carta or exported as an excel file.
• Use your latest cap table information for real-time changes to your pro forma.

What do I need to do?

Carta Deal Pro Forma will be available to all Carta customers in their Scenario Modeling tab.

How does it work?

Under Fundraising > Scenario Modeling > Pro forma tab,  you can see create a pro forma and generate a full view of your next round and export a deal-ready pro forma cap table. 

You can:

• Add new round terms
• Add new money investors for this round, including consideration for investors with pro rate. 
• Add convertibles converting in this new round or uncheck convertibles to be excluded from this pro forma.
• Define the share classes for the financing
• Include Investor Pro Rata Rights, including investors with convertible Pro Rata Rights
• Add advanced terms such as conversion methods, anticipated option pool increase, specification of authorized shares and common stock buffers
• View and share in app or export to excel

Have a question or feedback? Visit our support site.

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