PORTFOLIO VALUATIONS
Unlock accurate portfolio valuations
Centralize data collection, calculations, and reporting with an end-to-end solution built for private markets.
Fast, precise valuations you can trust
Get a single source of truth
Collect, standardize, and ingest data on one connected platform.
Streamline your workflows
Move faster with industry-standard methodologies at your fingertips.
Stay audit-ready
Rely on templates built on AICPA guidelines, plus expert support.
Experience all-in valuations
Calculate valuations with confidence when you connect your cap tables, PortCo financials, and fund admin in one unified system.
Centralized data collection
Access data that’s complete, current, and easy to trust. Direct integrations standardize, organize, and reconcile inputs—eliminating manual entry and reducing errors.
Fast, flexible calculations
Access multiple valuation methodologies on-demand—and free your team from time spent building manual models. From public comps to DCF, quickly create audit-defensible valuations that support even the most complex structures.
Built-in audit readiness
Align with the latest IPEV and IFRS 13 guidelines, and get expert support when you need it. Dedicated analysts will help you understand and defend your valuation at the time of audit, giving you peace of mind.
Operational efficiency
Connect directly to your fund’s general ledger and capital accounts for seamless, auditable fund administration. With real-time insights and data visualization, you get total transparency and control.
Go beyond valuations—get services and solutions to optimize your entire fund.
Related resources
- Webinar
Valuation trends
Get to know best practices and trends for valuations in this webinar.
- Article
Valuation policies
Learn what a valuation policy is and how to make one.
- Product Updates
Building fund admin
Get a look inside how Carta built a better way to administer funds.
- Collections
Carta Classroom
Discover resources on the basics of private equity and venture.
FAQs
You have questions, we have resources and answers.
Unlock accurate portfolio valuations
Centralize data collection, calculations, and reporting with an end-to-end solution built for private markets.
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