Learning Lab recap: Fundraising Tools - August 12

Thank you to everyone who joined today's Fundraising Tools Learning Lab with @Brianne Villamor, Customer Enablement Manager! The recording is embedded below, and the slide deck is attached.

Recap highlights:

• Fundraising journey overview - Brianne walked through the full fundraising journey from planning to post-fundraising, covering Carta's modeling tools for SAFEs, priced rounds, and end-to-end SAFE financing.

• Model Your SAFEs - How to calculate the impact of additional SAFEs or convertible notes on future priced rounds, including Claude integration to generate detailed round summaries exportable to Excel.

• Model Priced Rounds - Comparing funding scenarios side by side by inputting variables like pre-money valuation and total new investment, with options to model standalone or subsequent rounds.

• Data rooms - Setting up and managing data rooms, including adding users, requiring NDAs, controlling access permissions, and adding attorneys or law firms to company accounts.

• Deal Pro Forma - Customizing pro-rata rights for investors and convertible note holders, and how to model dual class voting rights.

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