FUND PERFORMANCE FORECASTING
Maintain a forward-looking fund strategy
Plan reserve deployment and exit scenarios using a live forecast of your active portfolio.
Optimize returns with precision analysis
Round and return modeling
Model reserves by deal to track dilution and return impact across rounds.
Investment scenario analysis
Assign probabilities to deal outcomes to model upside and downside exits.
Fund scenario analysis
Evaluate fund performance based on specific deal-level assumptions.
A more scalable solution for fund forecasting
Transform actual investment data into a dynamic engine for forecasting performance, planning reserves, and modeling exit scenarios.
Actuals vs. plan comparison
See how your fund is tracking against its original blueprint. Compare your fund’s actual performance to initial plans to find course-correction strategies.
Liquidation and exit modeling
Analyze the impact of liquidation preferences and partial exits. Model outcomes to see exactly how proceeds are distributed across your fund structure, and assign probabilities using weighted-average forecasts.
Real-time, data-driven intelligence
Build forecasts using real-time market data and transaction comparables. Allocate reserves across companies using live Carta GL data and portfolio company cap tables synced directly into your models.
Optimize cash reserves strategically
Develop strategies to manage cash reserves while balancing liquidity, risk, and follow-on investment opportunities.
Keep your fund’s future in focus with a single source of truth for performance.
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.
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