Recap: Carta Learning Lab, Fundraising Tools

Thanks to everyone who joined the Fundraising Tools Learning Lab. Here's what we covered and where to go next.

What we covered

• Planning your raise with Market Insights, the SAFE calculator, and priced round modeling

• Comparing scenarios and exporting reports to share with investors or legal

• Setting up data rooms with NDAs and activity tracking

• The end-to-end SAFE workflow: templates, signatures, and funds transfer

Resources

• Fundraising Tools course: https://community.carta.com/c/raise-funds

• Carta Cap Table Plugin install directions: https://docs.carta.com/api-platform/guides/guides/claude-mcp-setup/cap-table/

Up next: Cap Table Plugin Learning Lab on Oct 14. Register here: https://community.carta.com/c/live-events/cap-table-plugin

Questions about anything from the session? Drop them in the comments.