Portfolio companies field data requests from multiple investors simultaneously. Asking them to re-enter and re-upload the same period's financials and key performance indicators (KPIs) for every request slows response times and creates redundant work.
Carta Data Collection now supports one-to-many reporting: portfolio companies submit their data once for a reporting period, and that data pre-fills any subsequent matching requests from all investors—so your portcos can easily share data without the follow-up.
Submit once, fulfill every investor request
When a portfolio company opens a new data request, any files or KPIs already submitted for that reporting period appear pre-filled—income statements, balance sheets, cash flow statements, cap tables, formation documents and other KPIs. Each one displays its source clearly. Companies can keep a suggestion, edit a KPI value, or upload a replacement file. Nothing is submitted until they review and confirm.
Fewer follow-up requests
The document section of the response portal has been rebuilt into a structured table—Document · Period · Status · File—giving portfolio companies a clean view of what's been submitted and what's outstanding. Pre-fill and the redesigned portal together eliminate the back-and-forth that delays quarterly data collection and LP reporting. You get the data back without chasing re-entries or reconciling conflicting submissions.
