Learning Lab recap: Fundraising Tools — June 11, 2026

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

This was session 2 of 4 in our core Learning Lab series. Here is a recap of what Brianne covered:

Market Insights — Use Carta's built-in market data (powered by Carta Data Desk) to benchmark valuations, median cash raised, and dilution ranges by round type, region, and industry before you start negotiating.

Model Your SAFEs — A beginner-friendly tool to see how existing or new SAFEs and convertible notes will affect your fully diluted ownership at a future priced round. Saves in-app automatically, but does not export.

Model Your Priced Round — Six simple inputs give you a full capitalization breakdown, including pro-rata calculations and multi-round modeling. Saves and exports to Excel.

Data Rooms — Free with all Carta subscriptions, no limit on how many you can create. Require NDA signing, control download permissions, and track exactly who accessed which documents — and when. Revoke access instantly.

Safe Financing — Generate and send SAFE agreements directly through Carta for e-signature, using either the Carta template or Y Combinator post-money template. Fund via ACH or wire, all within the platform.

Build a Deal-Ready Pro Forma — A more customizable priced round model built alongside partner law firms. Supports custom pro-rata allocations, shadow share classes, and a full schedule of purchasers.

Deal Closings — Manage the entire execution process in one place alongside your legal team — from signature packets to certificate issuance — all linked to your pro forma.

Part 3 — Preparing to Issue Equity is coming up in two weeks. .

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