Carta Learning Lab: Fundraising Tools
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.