Modern portfolio monitoring
Get complete and comprehensive views of your entire portfolio companies’ performance, stability, and growth. Escape spreadsheets, emails and templates. Leverage our software and team to collect important financial metrics and cap table data on all your portfolio companies.
Why Carta Portfolio Insights?
Bring transparency to your firm
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
Portfolio company one-pagers
Comprehensive and beautiful portfolio company one-pagers
Quickly generate one-pagers
With a single click, generate comprehensive and beautiful portfolio company one-pagers. Easily access basic company information, partners’ quarterly reviews, custom company classification, historical financing and valuation information, and financial stability and performance.
Share relevant information with your stakeholders
Get access to 3 one-pager types: Snapshot, Tearsheet, and Detailed Report, each designed for sharing different levels of information with your team and your relevant stakeholders.
Get Carta Portfolio Insights