Collect portfolio company data & track results

Stop manually tracking down data from your portfolio companies. Carta helps with the evaluation of portfolio performance by collecting up-to-date metrics from your portfolio companies, and monitor performance in a dashboard.


Gain insights about your investments

Streamlined data collection

Gathering performance data over email is time consuming and messy. Instead, Carta collects and organizes data for you.

Consolidated analytics

Get a clear view into how your investments are performing in the same place you request cap table access and accept securities.

Improved communication

With a clear understanding of how portfolio companies are performing, you’ll always know where to focus your attention.


Get portfolio company metrics, hassle-free

Secure data collection

Whether your portfolio companies use Carta’s private company platform or not, we help you collect and organize key performance data. You’ll get a complete view of all of your companies.

Key performance indicators

We collect information about the KPIs most relevant to your portfolio companies’ business, so you always have insight. We also collect non-financial data, like headcount.


We analyze your portfolio performance

Clear dashboards

Understand your fund and portfolio company performance on desktop and mobile. Dashboards give you access to real-time data like recurring revenue, EBITDA, margin, and headcount.

Actionable data

With data from every portfolio company consolidated on Carta, you can easily spot which startups need your attention and which do not. When metrics information is readily available, you can focus your conversations with founders on strategies and tactics.


Track portfolio company performance in Carta
with Portfolio Insights

eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.