Tutorials

Start with the IC path if you have a Carta export or cap-table spreadsheet. The short checklist below covers the rest of the shell.

IC path — Carta CSV → Run → BLUF

Goal: one exit scenario you can paste into an IC memo.

Sign in and open Workspace. Your trial includes Sample — Series A demo — open it to learn the path, or create a new model for your deal.
Download templates from /schemas: shareholders, rounds, and exits (convertibles optional / advanced).
Fill from Carta / spreadsheet. Keep units consistent with the templates — rounds preMoney / inv and exit proceeds are in $M (import converts rounds to absolute dollars for the modeler). Name files so import can classify them (include share, round, conv, or exit in the filename).
Import CSV on the workspace (or Import JSON if you already use the free calculator). Open the model. Confirm Company & Fund basics, then skim Capital Structure — preferred rows need OIP, preference multiple, and participation when you have them.
Confirm exits (label + proceeds in $M). Leave Assumptions on defaults unless you know they are wrong for this deal.
Run Model. Read Cap Table (preference overhang), Waterfall (kink / conversion), then Fund MOIC if you care about carry.
Copy BLUF from the output panels into your IC memo. That is Bottom Line Up Front — the short summary meant for a time-constrained partner.

Stuck on a field name? See Glossary. What ships vs what does not: Features.

Sign in with your work email. A firm workspace and 14-day trial are created automatically.
Open the sample model, or create/import your own (JSON from the free calculator works too).
Optional CSV — templates on /schemas.
Run Model for waterfall, decay, and fund MOIC. Copy BLUF into an IC memo.
Subscribe before the trial ends, or export and cancel from Billing.