Carta open forum

 View Only
  • 1.  When and how are you using Carta's Data Rooms? What are you including?

    Posted 05-13-2025 10:08

    We're getting closer to fundraising and we set up our first data room. I'd love to hear from others on a few points:

    • What types of documents did you include in yours?
    • Are there any templates or checklists you followed to organize things?
    • How have your potential investors reacted to being contacted about the data room?

    Would really appreciate any advice, especially from founders who've gone through this recently. Thanks in advance!



    ------------------------------
    Magdalena Orowitz
    ------------------------------


  • 2.  RE: When and how are you using Carta's Data Rooms? What are you including?

    Posted 05-14-2025 09:54
      |   view attached

    Hi Magdalena, I've attached a template I got from an angel group. Best of luck. I didn't learn about the Carta data rooms until recently so I can't speak to that. As long as there's the ability for you to track what the investors actually look at, and for your deck how long they spend on each slide, that's very helpful to understand what they care about, or if they even looked!



    ------------------------------
    Zora Chung
    ------------------------------

    Attachment(s)



  • 3.  RE: When and how are you using Carta's Data Rooms? What are you including?

    Posted 05-15-2025 08:07

    LOVE this! Thank you so much, Zora!



    ------------------------------
    Magdalena Orowitz
    ------------------------------