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Understanding Deal Pro Forma: On-demand replay available

  • 1.  Understanding Deal Pro Forma: On-demand replay available

    Posted 3 days ago

    The replay of our recent session with Sumin Lee, Partner at Mission Law, is now available to watch on demand.

    Watch the replay:
    https://community.carta.com/learn/learning-lab/ask-an-expert-may6

    Download the presentation deck:
    https://community.carta.com/viewdocument/ask-an-expert-understanding-pro-fo?CommunityKey=35651c12-b237-478f-ab83-e1a47b9ad6c5&tab=librarydocuments

    In this session, Sumin walks through how deal pro formas are used during venture financings to model and understand cap table changes, dilution, and term impacts.

    Topics covered include:

    • What a deal pro forma is and how it's used
    • Key components of a typical pro forma
    • How ownership and terms are modeled
    • Common gotchas and tips for founders preparing for a raise

    This is a great resource for anyone preparing for a funding round or looking to get more confident with cap table modeling.

    Feel free to share with others who may find it useful.



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    Brent Devey
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