Carta Waterfall Add-In

by Eshares, Inc. (DBA Carta)

The Carta Waterfall Add-In allows Carta users to query for live cap table & waterfall analysis data

  • Access Carta account through your Microsoft Excel instance
  • Ensure excel workbooks are kept up to date with live Carta cap tables & waterfalls
  • Integrate excel-based valuation models with the up-to-date waterfall stored on Carta

Carta Waterfall Add-In requires an enterprise subscription to Carta. Visit to learn more and request a demo.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance