Corporations What’s new?

Understand how a SAFE financing round will impact your ownership when it converts in a future priced round. Our new SAFE Modeling tool removes the guesswork by providing current fundraising benchmarks, customized to companies in similar industries and stages. 

SAFE Modeling is available in all Carta plans. This feature allows users to see how SAFEs they’re raising will impact their ownership, how it will convert for investors, and what terms are most favorable for them to raise on. 

Why is it valuable?

Dilution occurs the most in the earliest financing rounds. By not modeling ownership at the pre-seed and seed stages, early founders may find themselves more diluted than expected when it converts during a priced round. SAFE Modelings gives founders an easy to use tool to understand the impact of a SAFE round to their ownership.

How does it work?

To get started, navigate to Model your Fundraise, and select Model your SAFE. 

Select the existing investments in your cap table that you want to include in your model and/or add additional investments. 

Explore how you and your stakeholders ownership and share value is impacted. You also get a detailed view of current ownership, post-money ownership, post-money valuation, and post-money shares by stakeholder and by share class. 

Interactive graphs further visualize the impact on dilution and ownership changes, using pre-populated priced round terms from Carta’s fundraise benchmarks data. Carta will show suggested priced round terms based on current fundraising trends specific to your company’s stage and industry. For smaller, niche companies an industry aggregate will be used. 

How do I learn more or get help?

To learn more about SAFE Modeling, check out this support article or reach out to your Account Manager for a demo.