No investor starts a firm to copy and paste financials and cap table information into a PDF so they can share it with their LP and other partners. And no one should.
But the best investors have that information at their fingertips. They know which company’s revenue is growing the fastest, who has the shortest runway, the sentiment about their portfolio companies, how stable their portfolio companies are, and who needs follow-on investment. They’re able to show their financial data, KPIs, and the status of their investment to their LPs with clarity and confidence.
Now, you don’t need to pull the cap table to figure out your ownership. You don’t need to check your inbox to figure out your most recent quarterly notes, and you don’t need to comb through a PDF and a hundred different spreadsheets to figure out how revenue grew.
Announcing portfolio company one-pagers
Today, we launched portfolio company one-pagers. Now, you can bring together disparate data points with a single click, including:
- Cap table information
- Ownership percentage
- Investment amounts
- Economic rights
- Qualitative partner reviews
- Balance sheet
You can download the portfolio company one-pager sample pack now to see the reports in detail. Snapshots and tear sheet reports are available to current Fund Administration and ASC 820 customers in addition to current Portfolio Insights customers. The detailed report view is only available to Portfolio Insights customers.
If you’d like to learn more about Portfolio Insights and portfolio company one-pagers, reach out to us to set up time to talk.
DISCLOSURE: This communication is on behalf of eShares Inc., d/b/a 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.
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