Portfolio insights

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.

Why Carta?

Keep your portfolio up to date

Track performance

We’ll collect quarterly cap tables, financial metrics, and KPIs from your portfolio companies.

Increase efficiency

Spend less time contacting portfolio companies for data, and more time on running your fund.

Scenario modeling

When your entire portfolio is on Carta, our tools let you model exit scenarios for more investments.

Portfolio insights

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.

Portfolio Insights 1

join carta

Let us handle your data collection