Private Equity

This is Data Explorer for private equity, centralizing data from Carta's connected ERP for private capital. With over fifty thousand portfolio companies and eighty five hundred funds and SPVs operating on our platform, Carta sits at the intersection of ownership and fund administration. The Carta Data Explorer unifies and transforms data into one environment to surface valuable insights and analytics. Start with a curated collection of dashboards and tables, neatly organized by categories such as accounting, partners, and investments.

The Investments folder has everything you need on Investment History, Current Holdings, and Quarterly Deal IRR. To get a high level overview of your firm and underlying funds, you can use the pre built Fund Metrics and Benchmarks dashboard. To narrow your focus, easily filter the entire view, for example by entity. Information is organized across several tabs, including the Fund Performance Metrics tab, that shows how your fund compares to Carta's proprietary benchmark data.

It's grouped based on your specific cohort, by AUM bucket and vintage year, so you can see exactly how your net IRR, TVPI, and DPI compare over time. You can also build your own custom query. Start by selecting your starting data from a list of tables. Financing history gives you the full historical record of your portfolio companies.

Add a filter to narrow your results, for example by specific share classes. You can even summarize the data by total estimated cash raise grouped and post money valuations grouped by closing date. The system will automatically generate a chart for you, and you can toggle between different visualization options until it looks exactly right. Save it to your personal collection for later or share it with a team member.

You also have the option of using our AI Copilot to build queries for you. It's as simple as typing a question. Just ask, can I see a chart of historical LP value by fund over the past five years? And the Copilot will generate those results.

Only Carta's ERP connects data from ownership to fund and brings it all together, in one centralized source of insight.