When do you use scenario modeling?

Scenario modeling tools are some of the most powerful features in Carta, but knowing when to use them is half the battle.

If you've built them into your workflow, your experience could help someone else unlock a lot of value from the features. When do you typically run scenario modeling?

When have you used scenario modeling?

  • Preparing for a fundraise

  • Evaluating option pool changes

  • Planning for a liquidity event (acquisition, merger, or sale)

  • Something else (drop it in the comments)

Want to go deeper? A few resources worth bookmarking:

🎓 Raise Funds Course
📹 Modeling a Priced Round
📹 Modeling Your SAFEs
📹 Building a Deal-Ready Pro Forma
📹 Modeling Your Exit