Tactyc by Carta

The strategic edge for your fund

From construction to forecasting and modeling, guide your fund’s strategy with data-driven precision.

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Modeling and planning, purpose-built for funds

Build
Use live market data to construct strategies, model scenarios, and optimize returns.
Anticipate
Get instant, dynamic reads on reserves, performance, and investment-level details.
Communicate
Build trust and credibility with LPs through interactive charts and reports.

Insights, meet strategy

Build smart fund strategies on powerful modeling techniques and real-world datasets.

Media Text - Block 1 - Media | Fund Management | Fund Forecasting and Planning | "Data-driven portfolio construction"

Create your construction strategy using real-world benchmarks, specific to industry or region. Plan reserves, model waterfalls, and share it all with your LPs through visually captivating dashboards.

Forecasting and planning

Compare actual performance vs. plan, optimize reserves and liquidity, and model future rounds — all using your fund’s real-time data to intelligently reduce risk.

Reporting and portfolio management

With 70+ unique metrics to filter on, build interactive visualizations to identify trends, analyze fund performance, and create custom LP reports.

FAQs

You have questions, we have resources and answers.
Who can purchase Tactyc by Carta?

Tactyc by Carta is available for existing Carta Fund Administration customers as an add-on, for new customers looking to bundle Fund Administration together with Tactyc by Carta or as a standalone product for funds that are not currently Carta Fund Administration customers.

What functionality is included in Tactyc by Carta?

The product includes three forecasting and planning modules: (1) portfolio construction for building your fund strategy; (2) forecasting and planning for optimizing the performance of your portfolio after deploying capital; and (3) portfolio insights for monitoring the KPIs of your portfolio companies.

Does Tactyc by Carta integrate with Carta Fund Administration?

Not yet, but we will start integrating it iteratively starting in Q1-2025.

Who would benefit most from Tactyc by Carta?

Any GP or CFO looking for a powerful tool integrated into overall fund management that helps them make better data-driven decisions, optimize reserves and improve returns for their investors.