Easily gather portfolio company data
We’ll collect important financial metrics, cap table and ESOP data on all your portfolio companies, so you can evaluate your investments in one place.
Keep your portfolio up to date
Streamlined, efficient data collection
Complete ownership data
Complimentary to real-time ownership updates for your Carta portfolio, you will have access to their financial metrics. For portfolio companies not on Carta, we’ll collect cap table, ESOP, and other key data. You can then leverage this data to create different scenario models and we’ll use it for your portfolio company valuation.
Let Carta handle your data collection
Let Carta’s team handle tracking down your portfolio companies’ data so you can work on deals. We’ll collect and standardize portfolio company financials and KPIs so you can quickly find the portfolio company information you need.