Keeping portfolio models current is critical—but manually updating cap table data across dozens of companies is time-consuming, error-prone, and unsustainable at scale.
With the Carta integration in Tactyc, fund managers can now sync real-time cap table data directly into portfolio models—eliminating manual data entry and improving speed and accuracy across forecasting workflows. This integration helps venture capital firms make better, faster decisions with always up-to-date ownership and financing information.
How it works:
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Set up Carta integration with Tactyc - Navigate to "Set up Carta integration" on the Tactyc investments page.
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Map details from Carta - Select the respective firm, fund and portfolio companies from Carta.
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Verify data received - Review and approve investment data in Tactyc before updating the respective Investments pages.
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Review updates from Carta - Use the new Tactyc tasks page to review and approve new cap table updates from Carta.
This integration streamlines portfolio monitoring and fund modeling, helping VCs focus less on chasing data and more on acting on it. With synced data, teams can confidently forecast fund performance, analyze exit scenarios, and manage ownership dynamics—without second-guessing inputs.
By connecting Tactyc to Carta, your portfolio insights become more real-time, reliable, and responsive.
Why this matters:
Decision-making should be about strategy, not data entry and spreadsheet struggles. If your fund’s portfolio companies use Carta, this product is built for you. Fund managers will benefit from:
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Accurate, real-time ownership data—no more outdated forecasts.
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Automated financing updates—get notified instantly about new investments and new rounds.
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Faster decision-making—spend less time on manual inputs, more time forecasting and planning.
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Customizable data imports—control exactly what flows into your models.
This integration is available for all Tactyc clients who have an investment firm account on Carta. Basic cap table access or higher is needed to retrieve investments and cap table data.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2025 Carta. All rights reserved. Reproduction prohibited.
