Whether you're managing a venture capital fund or a private equity firm, keeping up with key events, activities, and metrics across your portfolio can be challenging—especially if the information is inconsistent, fragmented, or altogether missing. That’s why Carta has developed a centralized solution, enabling you to consolidate your portfolio data on a single, secure platform.
With a range of new features and functionality improvements designed to increase transparency and simplify reporting, Carta is the most efficient way to monitor and manage your portfolio. Here are some of the latest and most popular tools you need to know about:
Investments dashboard
At the heart of Carta’s fund admin software is an interactive dashboard that offers a comprehensive overview of your portfolio. You can easily track investments across your funds and click into an individual investment to analyse its performance in more detail. With visibility into performance metrics and financials—such as cash flow, balance sheets, P&L statements, and ARR—the key information you need for planning and reporting is at your fingertips. The more your portfolio companies use Carta for cap table management, the more detailed and accurate these insights will be.
Cap table access
Requesting access directly from your portfolio companies to view their cap table data, 409A valuations, and funding history will help you understand your individual ownership stake and what it’s worth. You can even check which company shares are eligible for QSBS tax relief—all in the same place you manage your fund.
→ Find out how Tactyc by Carta can help you level up your financial planning and analysis.
Portfolio events*
The quickest way to get up to speed with recent activities across your funds is by checking your portfolio event feed. Get timely insights into financial performance and notifications about key events—such as equity issuances and conversions, updated valuations, and new funding rounds. Any changes made by your portfolio companies will be automatically reflected in your event feed, helping you maintain an open channel of communication without the back-and-forth.
Audit confirmation tool
Streamline the annual audit confirmation process and avoid costly delays with Carta’s new audit confirmation tool. By giving auditors the ability to directly contact portfolio companies on Carta, it removes you as the bottleneck and makes it easier than ever to stay on top of compliance obligations. What’s more, your portfolio companies can send data and documents to auditors via a secure portal, saving them time while ensuring that sensitive information is protected.
→ Join the wait list for early access to this brand new feature.
*This feature is coming soon. Note that some events will require basic cap table access from your portfolio company, which you can request directly on Carta.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication 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. ©2025 Carta. All rights reserved. Reproduction prohibited.
