Learning Lab recap: Fundraising Tools 4/9/2026

Thank you to everyone who joined today's Fundraising Tools Learning Lab with @Lindsay Evans and @Ricardo Ayres from our law firm support team! The recording is embedded below, and the slide deck is attached.

Recap highlights:

• Model Your SAFE for early-stage convertible note and SAFE scenario planning

• Model Price Rounds to compare term sheets and model round-on-round effects

• Deal Pro Forma for legally-precise, deal-ready modeling with interactive Excel exports

• Data Rooms for organizing and sharing documents with investors and stakeholders

• Close Your Financing to send signature packets, track signatories, and issue stock certificates in one workflow

• SAFEs workflow for getting SAFEs signed and funded without retroactive updates

• Model Your Exit for exit scenario planning (higher-tier subscriptions)

Practice in a demo account:

URL: https://app.certification.carta.team/corporations/18268/summary/
Username: admin@servicehub17694.com
Password: carta97!

Questions or follow-ups? Reply to this post and we'll follow up here.