Hey everyone!
I'm Priscilla, and I work on Carta's Delivery team, specifically in a role that helps bridge what customers experience with what our Product and Engineering teams prioritize. I spend a lot of time analyzing the questions you bring to Support and looking for patterns we can solve at the product level.
We've been thinking a lot about what gets in the way when people are trying to move fast with fundraising: whether it's tracking SAFE funding, modeling scenarios, or just sharing docs with investors.
There are a few themes we've seen pop up across support conversations and customer chats, and I'd love to bring them here to get your perspective. Have you run into any of these?
1. Tracking SAFE funding is clunky.
Some folks told us it's not super clear how to know when a SAFE is funded or how to double-check incoming funds. Has that been frustrating for you?
2. Scenario modeling takes a lot of hand-holding.
We've heard users say it's hard to understand things like dilution %, liquidation waterfalls, or share outcomes without getting someone to walk them through it. Does that sound familiar?
3. Data Rooms could be more flexible.
Some of you asked for more control: like being able to archive rooms, edit NDAs, or manage access more easily. Have you hit any blockers there?If you've felt any of this, or solved it your own way, I'd genuinely love to hear from you. The more we understand how this shows up in real workflows, the better we can keep improving things.
Appreciate you all!
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Priscilla Machado, CEP
Delivery Technical Lead
Carta, Inc.
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