Get your portfolio company data easily
We’ll collect important financial metrics and cap table data on all your portfolio companies, so you can evaluate investments in one place.
Keep your portfolio up to date
Streamlined, efficient data collection
Complete ownership data
With portfolio insights, we’ll collect cap tables and key data from all of your portfolio companies, even if they don’t use Carta. You can then leverage this data to create different scenario models and we’ll use it for your ASC 820 valuation.
Let Carta handle your data collection