PORTFOLIO MONITORING

Portfolio metrics' source of truth

Streamline tracking with Carta and Fund Forecasting. Combine performance and investment data to automatically generate valuation multiples.

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Real-time insights with predictive modelling

Automatic portfolio data sync

Pipe portco financials and KPIs directly from Carta Data Collection.

Connected portfolio KPIs

Use live data to model follow-on rounds and potential exit scenarios.

One-click reporting

Power custom reporting and dashboards through Carta’s Data Warehouse.

From static data to dynamic portfolio reporting

Combine performance and investment data to automatically generate valuation and exit multiples.

Intelligent visualizations

Identify investment patterns and trends with interactive charts. Use the Time Machine feature to see your fund at any historical point for performance analysis and auditing.

Multi-Currency Support

Track global rounds with automatic exchange rate conversions, so you can monitor international investments alongside domestic ones in a single view.

Granular Portfolio Insights

Filter and pivot on 50+ performance metrics. Evaluate your fund by geography, industry, or co-investor to deeply understand what is driving your internal rate of return (IRR).

Bring your data into one unified platform.

Explore Fund Forecasting

Trusted with $220B+ in private capital fund assets under administration

Fund Forecasting has data points that we have always reported but are now there in an easier-to-access, more consolidated way. I can respond way more quickly to questions that we get frequently from both our GPs and LPs.

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See Fund Forecasting in action

From construction to forecasting, see how powerful visualisation tools can help to guide your fund’s strategy with data-driven precision.

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PORTFOLIO MONITORING

Portfolio metrics' source of truth

Real-time insights with predictive modelling