Venture Capital

This is fund forecasting for venture capital, part of portfolio analytics in Carta's connected ERP for private capital. VC firms are forced to navigate high stakes portfolio construction and fund modeling using fragmented static spreadsheets, resulting in manual work that obscures insights and delays critical capital allocation decisions. With CartaFund forecasting, you can build, analyze, and project your fund strategy using built in calculators and real world data connected directly with Carta's ERP, investments, fund administration, and portfolio company financials. When you're raising a fund, you'll start with our fund construction wizard.

It takes you step by step through your structure and thesis. You'll have answers to the big questions like, how much investable capital do I actually have? How many checks can I write? And how much should I set aside for follow ons?

Once you're through the wizard, you have a full construction forecast. This shows you a summary of your capital, your pacing analysis, and your deployment projections. You also get a clear, visual look at your expected performance, everything from DPI and TVPI to gross and net IRR. You can even track your funds valuation over time and run a j curve analysis to see your expected payback period.

You can see how many exits you've had and how many to expect within a specified timeline and see cash flows expected for LPs and GPs. If you're fundraising, you can grab a read only interactive link of this plan and send it right to prospective LPs. The system comes to life once you add your actual investments. You can pull this data in automatically through our Carta integration or add the details yourself.

As that data comes in, the system builds a current plan view, giving you a real time look at how your fund is actually performing. You also have the ability to build risk weighted investment scenarios, including upside or downside cases. Then take it a step further and model how each portfolio case, including your reserve strategy or an exit, affects the fund performance. You can also gain visibility and accuracy into fund cash flow with a direct sync with Carta's fund administration.

Finally, you can compare your forecast against your actuals. It's the easiest way to see if you're pacing to your goals and gives you the data you need to make smart, directional pivots when they matter most. Only Carta's ERP connects your historical fund and cap table data, and transforms it into strategic forward looking plans and forecasts to maximize fund performance.