FUND PERFORMANCE FORECASTING
Maintain a forward-looking fund strategy
Optimise returns with precision analysis
Round and return modeling
Model reserves by deal to track dilution and return impact across rounds.
Investment scenario analysis
Assign probabilities to deal outcomes to model upside and downside exits.
Fund scenario analysis
Evaluate fund performance based on specific deal-level assumptions.
A more scalable solution for fund forecasting
Transform actual investment data into a dynamic engine for forecasting performance, planning reserves and modelling exit scenarios.
Actuals vs. plan comparison
Liquidation and exit modelling
Real-time, data-driven intelligence
Optimise cash reserves strategically
Keep your fund’s future in focus with a single source of truth for performance.
FAQs
You have questions, we have resources and answers.
Fund Forecasting integrates directly with your Carta fund administration platformGL, portfolio company cap tables, and tools for portfolio company financial data collection to allow for a seamless sync of actual investment data, cap tables and cash balances to power your forward-looking models.
Yes. The platform allows you to perform round modelling and returns analysis, helping you estimate future dilution and the resulting impact on your fund’s ownership percentage and IRR.
Yes. Fund Forecasting gives you the ability to create multiple exit scenarios that allow you to model different valuation outcomes, exit timelines, and portfolio performance assumptions so you can understand how changes at the investment level impact overall fund returns.
Fund Forecasting helps ensure you have enough cash runway to reach your anticipated exit by making future capital needs visible early and stress-testing them before they become problems.
See Fund Forecasting in action
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