Explore by Topic

Valuations

Build custom valuation reports from your Data Warehouse
Build custom valuation reports from your Data Warehouse
Your portfolio valuations history and waterfall modeling results are now in Carta's Data Warehouse. Query, report, and analyze at scale.
Multi-entity waterfalls for private equity deal structures
Multi-entity waterfalls for private equity deal structures
PE firms can now run waterfalls across their entire deal structure—TopCo, HoldCo, co-invest vehicles—and roll up results firm-wide.
Portfolio data you can trace to the source
Portfolio data you can trace to the source
Improve reporting confidence with the addition of qualitative metrics and the ability to track financial data.
Better valuations with complex waterfalls and tracebacks
Better valuations with complex waterfalls and tracebacks
Multi-entity waterfalls and Discounted Cash Flow tracebacks provide the granular clarity required for institutional PE reporting.