FUND CONSTRUCTION
Smarter way to build funds
Build a data-driven blueprint for your next fund
Market benchmarks
Access proprietary data on round sizes, valuations, and graduation rates.
Real-time cap table integration
Sync direct from the ledger to eliminate manual data entry and errors.
Reserve planning precision
Define check sizes and follow-on strategies by investment type.
A strategic blueprint of your fund
Build a robust framework and investment engine for capital deployment and repeatable success.
Model fund scenarios
Stress-test your thesis
Match fund design to LP expectations
Go from thesis to building your fund in minutes
Fund Forecasting users save 50% of time building models during fundraising compared to using spreadsheets.*
*Based on customer responses to a February 2025 survey
Carta Fund Forecasting enables us to intelligently plan and deploy capital while easily scenario-testing our construction strategy. We love the flexibility of the platform in helping us quickly model different investment allocations and outcomes. Plus, the speed with which new features are released is very impressive.
FAQs
You have questions, we have resources and answers.
The Construction Wizard guides you through a step-by-step process for defining your fund's structure, assumptions and deployment strategy.
Yes. You can create different investment profiles within a single fund to model a diversified strategy across stages or deal types.
The Exit Recycling documentation explains how to toggle recycling on or off to see the impact on your total investable capital and final DPI.
See Fund Forecasting in action
