Modern portfolio monitoring

Get complete and comprehensive views of your entire portfolio companies’ performance, stability, and growth. Escape spreadsheets, emails and templates. Leverage our software and team to collect important financial metrics and cap table data on all your portfolio companies.

Why Carta portfolio insights?

Bring transparency to your firm

Icons Hero | Portfolio Insights | "Track performance"

Track performance

We’ll collect quarterly cap tables, financial metrics, and KPIs from your portfolio companies.

Icons Hero | Portfolio Insights | "Increase efficiency"

Increase efficiency

Spend less time contacting portfolio companies for data, and more time on running your fund.

Icons Hero | Portfolio Insights | "Aggregation and analysis"

Aggregation and analysis

Generate beautiful one-pagers through the Carta platform, and use our analysis tools instead of poring over spreadsheets.


Streamlined, efficient data collection

Complete ownership data

With portfolio insights, we’ll collect cap tables and key data from all of your portfolio companies, even if they don’t use Carta. You can then leverage this data to create different scenario models and we’ll use it for your ASC 820 valuation.

Let Carta handle your data collection

Let Carta’s team handle tracking down your portfolio companies’ data so you can work on deals. We’ll collect and standardize portfolio company financials and KPIs so you can quickly find the portfolio company information you need.


Comprehensive and beautiful portfolio company one-pagers

Quickly generate one-pagers

With a single click, generate comprehensive and beautiful portfolio company one-pagers. Easily access basic company information, partners’ quarterly reviews, custom company classification, historical financing and valuation information, and financial stability and performance.

Share relevant information with your stakeholders

Get access to 3 one-pager types: Snapshot, Tearsheet, and Detailed Report, each designed for sharing different levels of information with your team and your relevant stakeholders.


See how Carta can help you to quickly generate automated, ready-to-share reports about your portfolio companies

Get Carta portfolio insights

Ready to get out of spreadsheets?