Share fund modeling scenarios across your team

Share fund modeling scenarios across your team

Author

Sam Engel

|

Read time: 

1 minute

Published date: 

September 11, 2026

Publish a scenario in the fund modeling microapp to automatically share it with everyone at your firm, so nothing ever needs to be rebuilt from scratch.

What it is

You can now publish a scenario in the fund modeling microapp, automatically sharing it with everyone at your firm. Shared scenarios appear in a dedicated section in the sidebar for other team members, who can edit and update them.

Why it matters

Fund managers and analysts can see and build on each other's fund scenarios, so nothing ever needs to be rebuilt from scratch. Once someone creates a base scenario, others can use it or add to it.

How it works

Only the original creator can delete a shared scenario, so nothing you rely on disappears without your say.

Sam Engel
Author: Sam Engel
Sam Engel is a Lead Product Marketing Manager for Carta's Fund Administration product. Prior to Carta, he ran a consultancy specializing in marketing strategy and market research, and also built marketing programs at startups.