Fund Forecasting
The strategic edge for your fund
Construct with confidence
Build your fund strategy, model scenarios, and optimize returns using live market data and real-world benchmarks.
- Strategize based on real-world data sets
Market intelligence queries, granular market data by sector, geographies
- Plan reserves with precision
Sector profile and definition, fund allocation, initial and follow-on investment strategy
- Built-in nuance of a market-ready fund
Step-by-step fund construction wizard
Anticipate with clarity
Compare thesis to actual performance to stay on track, course-correct early and maximize performance.
- Evaluate dilution and return impacts
Round modeling, returns analysis, pro-rata
- Model upside and downside exit scenarios
Investment level analysis, performance cases, weighted case analysis, case probability
- Evaluate with automatically calculated fund level scenarios
Scenario builder, scenario parameters, quick dashboard view
Fundraise with impact
Stand apart from the competition with interactive charts and reports you can confidently share with LPs.
- Share a clear, data-backed story with LPs
Secure and interactive dashboard with visual charts and tables
- Direct syncs to Carta
Carta cap table integrations, portfolio company financial integrations and fund administration integration
- Enhance collaboration with external advisors
Permission controls, version history, read-only sharing
Make fund forecasting and modeling a strategic advantage.
One connected fund platform
Portfolio construction, modeling, management, and reporting, all on one platform. Zero spreadsheets.
Trusted with $220B+ in private capital fund assets under administration
Fund Forecasting has data points that we have always reported but are now there in an easier-to-access, more consolidated way. I can respond way more quickly to questions that we get frequently from both our GPs and LPs.
Related resources
- Article
Six workflows for VCs
Common workflows used by high-performing venture firms to plan, analyze, and manage portfolios.
- Article
Streamlined Forecasting
Motivate Ventures replaced manual processes with a more connected approach to fund planning.
- Article
Smart Fund Forecasting
Connect Ventures uses scenario modeling to drive precision and clarity in every investment decision.
- Collections
Carta Classroom
Discover resources to make fund forecasting and modeling your strategic advantage.
FAQs
You have questions, we have resources and answers.
See Fund Forecasting in action
