Hello!
I'm excited to invite you to our upcoming Ask an Expert session: Understanding Deal Pro Forma-happening tomorrow, Tuesday, May 6th at 11:00am PT.
If you've ever looked at a deal pro forma and thought, "What am I actually looking at here?"-you're not alone. Whether you're preparing for an upcoming raise or just want to get more comfortable with ownership modeling, this session is designed to break things down clearly.
Sumin Kim, Partner at Mission Law, will be leading the session and diving into the legal and strategic fundamentals of deal pro formas-what they are, why they matter, and how to use them effectively during a fundraise.
I'll be joining to walk through a live product demo and show you how Carta's tools can help you visualize and build your own pro forma. Together, we'll explore how to navigate ownership, dilution, and scenario modeling with confidence.
Register here to save your spot: Ask an Expert Understanding Deal Pro Forma May 6 - Carta Community Site
We'll be answering your questions live during the session, so bring anything you've been wondering about-from mechanics to strategy. To help us tailor the discussion, feel free to drop your questions in advance right here in the thread. We'll do our best to cover them during the live session. Hope to see you there!
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Brianne Villamor
Customer Enablement Manager
Carta
Santa Cruz, CA
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