What it is
When a portfolio company submits documents through the Data Collection portal, Carta extracts the financial figures and saves them directly to the investment record, flagging the rare cases that need a second look. The Data Collection dashboard shows extraction status in real time, and every extraction is logged with a timestamp and source document for audit.
Why it matters
For firms running portfolio monitoring at scale, keying in financial figures after each portco document upload takes hours. Carta handles extraction end-to-end, so analysts can focus on developing portfolio insights.
Author: Meghan Byrd (1)
