From construction to forecasting and modeling, guide your fund’s strategy with data-driven precision.
Build smart fund strategies on powerful modeling techniques and real-world datasets.
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.
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.
With 70+ unique metrics to filter on, build interactive visualizations to identify trends, analyze fund performance, and create custom LP reports.
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.
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.
Not today, but we do have plans to integrate the two products in 2025.
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.