FUND CONSTRUCTION
Smarter way to build funds
Move beyond static spreadsheets and build a living model of your fund’s future.
Build a data-driven blueprint for your next fund
Market benchmarks
Access proprietary data on round sizes, valuations, and graduation rates.
Real-time cap table integration
Sync direct from the ledger to eliminate manual data entry and errors.
Reserve planning precision
Define check sizes and follow-on strategies by investment type.
A strategic blueprint of your fund
Build a robust framework and investment engine for capital deployment and repeatable success.
Model fund scenarios
Automatically factor in fees and expenses. Set company probabilities and map deployment to optimize your total investable capital.
Stress-test your thesis
Share interactive dashboards that demonstrate a principled, quantitative approach to evaluating fund outcomes under different scenarios.
Match fund design to LP expectations
Automatically factor in fees and expenses to see your true capital availability. Model exit recycling scenarios to ensure your fund structure delivers on your return profile.
Go from thesis to building your fund in minutes
Fund Forecasting users save 50% of time building models during fundraising compared to using spreadsheets.*
*Based on customer responses to a February 2025 survey
Carta Fund Forecasting enables us to intelligently plan and deploy capital while easily scenario-testing our construction strategy. We love the flexibility of the platform in helping us quickly model different investment allocations and outcomes. Plus, the speed with which new features are released is very impressive.
FAQs
You have questions, we have resources and answers.
See Fund Forecasting in action
From construction to forecasting, see how powerful visualization tools can help to guide your fund’s strategy with data-driven precision.
