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Ask an Expert: Understanding Deal Pro Forma

 

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When:  May 6, 2025 from 11:00 to 12:00 (PT)
Associated with  Carta Open Forum

 

Understanding your deal terms is critical to protecting your ownership—especially when you're raising capital. Join Carta and startup attorney Sumin Kim of Mission Law for a live session focused on navigating deal pro formas and making confident, informed decisions during your fundraise.

We’ll walk through what a deal pro forma is, why it matters in early-stage fundraising, and how you can use Carta to model dilution, option pools, and key investment terms—before you meet with investors.

About the expert:
Sumin Kim is a partner at Mission Law with over 10 years of experience advising startups at all stages of growth. Prior to practicing law, Sumin was a semiconductor engineer and a startup founder, giving him a unique perspective on the legal, technical, and strategic challenges founders face when fundraising.

Agenda highlights:

  • The most common mistakes founders make when reviewing pro formas
  • Key components of a deal pro forma—option pools, preferred vs. common stock, and more
  • How to use Carta to build a pro forma and see real-time ownership impact
  • Live Q&A with startup attorney Sumin Kim

Whether you’re raising a first round or planning your next one, this session will give you clear, actionable insights to help you make smarter decisions and protect your equity.

Register now to save your seat.

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.