Fund Forecasting

The strategic edge for your fund

Guide your fund’s success with all-in-one fund construction, performance management, and portfolio monitoring.

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Build your fund strategy, model scenarios, and optimize returns using live market data and real-world benchmarks.

Strategize based on real-world data sets
Market intelligence queries, granular market data by sector, geographies
Plan reserves with precision
Sector profile and definition, fund allocation, initial and follow-on investment strategy
Built-in nuance of a market-ready fund
Step-by-step fund construction wizard

One connected fund platform

Portfolio construction, modeling, management, and reporting, all on one platform. Zero spreadsheets.

Fund construction

Build a fund construction model you can trust in minutes.

Fund performance forecasting

Plan reserves and model exit scenarios with a live forecast of your active portfolio.

Portfolio monitoring

Organize, view, and report on portfolio company KPIs and deal documents.

Trusted with $190B 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.

Mark Pettit

CFO, Connect Ventures

Six workflows for VCs

Common workflows used by high-performing venture firms to plan, analyze, and manage portfolios.

Streamlined Forecasting

Motivate Ventures replaced manual processes with a more connected approach to fund planning.

Smart Fund Forecasting

Connect Ventures uses scenario modeling to drive precision and clarity in every investment decision.

Carta Classroom

Discover resources to make fund forecasting and modeling your strategic advantage.

FAQs

You have questions, we have resources and answers.

Fund Forecasting is available as an add-on for existing Carta Fund Administration customers, and for new customers considering Carta for the first time.

The product includes four key functionalities: portfolio construction for building your fund strategy, forecasting and planning to evaluate portfolio performance, Carta Data Collection for monitoring company KPIs, and Data Warehouse for reporting and dashboarding.

Yes. Fund Forecasting syncs cash flow data from your fund’s general ledger and real-time cap table data in Carta, eliminating manual data entry and supporting more accurate forecasting and planning.

Fund Forecasting is designed for GPs and CFOs who want clearer insight into fund performance, reserves, and scenarios — without relying on spreadsheets.