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Carta Learning Lab: Fundraise Tools

 

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When:  Apr 29, 2025 from 11:00 to 12:00 (PT)
Associated with  Carta Open Forum

 

​Join Carta’s fundraising experts for a hands-on, interactive workshop designed to help early-stage founders navigate the fundraising process with clarity and confidence. Whether you’re preparing to raise your first round or looking to sharpen your investor materials, this session will walk you through Carta’s platform tools that support a smarter, faster raise — including round modeling, SAFE financing, and fundraising benchmarks.

​This Learning Lab features a live demo environment so participants can follow along in real-time. We'll showcase how Carta can streamline your fundraising workflows, reduce manual errors, and provide data-driven insights to help you fundraise more effectively.

​What we'll cover:

  • ​Modeling your fundraise using Carta’s round modeling tools

  • ​Creating and issuing SAFEs directly from your Carta dashboard

  • ​Understanding investor ownership and dilution scenarios

  • ​Live Q&A with Carta fundraising experts

​What to expect:

  • ​A highly interactive format with guided, live walkthroughs

  • ​Access to a demo account to explore tools hands-on

  • ​Actionable tips to prepare for your next fundraise and make data-informed decisions

​Who should attend:

  • ​Founders preparing for or considering a fundraise

  • ​Startup operators managing investor communications or fundraising strategy

  • ​Carta customers exploring available tools for SAFE and priced rounds

​This session is free and open to Carta customers. Space is limited to maintain an engaging learning environment. Registration is required.

​We look forward to helping you take the next step toward a successful fundraise using Carta’s core tools.

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.