PORTFOLIO VALUATIONS
Unlock accurate portfolio valuations
Fast, precise valuations you can trust
Get a single source of truth
Collect, standardize, and ingest data on one connected platform.
Streamline your workflows
Move faster with industry-standard methodologies at your fingertips.
Stay audit-ready
Rely on templates built on AICPA guidelines, plus expert support.
Experience all-in valuations
Calculate valuations with confidence when you connect your cap tables, PortCo financials, and fund admin in one unified system.
Centralized data collection
Fast, flexible calculations
Built-in audit readiness
Operational efficiency
Go beyond valuations—get services and solutions to optimize your entire fund.
Related resources
- Webinar
Valuation trends
Get to know best practices and trends for valuations in this webinar.
- Article
Valuation policies
Learn what a valuation policy is and how to make one.
- Product Updates
Building fund admin
Get a look inside how Carta built a better way to administer funds.
- Collections
Carta Classroom
Discover resources on the basics of private equity and venture.
FAQs
You have questions, we have resources and answers.
Yes. If you’re a venture capital firm, hedge fund, private equity firm, or insurance company, it’s critical to assess the value of your investments each financial reporting period.
Learn more here.
Carta Portfolio Valuations is designed so you can quickly generate accurate valuations yourself, on demand. Carta’s experienced analysts can help you better understand the valuation and audit process from an accounting perspective and defend your valuation results in front of auditors.
Carta has multiple built-in industry-standard methodologies for C-Corps and LLCs: Discount Cash Flow, M&A transactions, public comps, secondary transaction backsolve, and post-money and equity adjustment backsolve for C-Corps.
Carta has completed the SOC1 Type 2 audit, which determines that Carta’s systems and controls meet the stringent requirements set by the American Institute of CPAs (AICPA).
Yes, Carta Portfolio Valuations integrates seamlessly with Carta Fund Admin software and writes journal entries for each valuation. It can also update SOI directly.
If you use another fund admin or accounting platform, valuation results can be downloaded in Excel.
Unlock accurate portfolio valuations
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