Portfolio valuations has traditionally been a time-consuming and error-prone process for firms. Collecting the portfolio company data, along with standardizing them in order to ingest into the valuation calculations, can be a major bottleneck and pain point.
Carta’s new Portfolio Valuations solution is now powered by AI-enabled features that make collecting and standardizing portco data in order to calculate equity value fast and seamless.
Use AI to create a summary cap table in minutes
When your portfolio companies use Carta for equity management, ownership data from their Carta cap tables are automatically piped into the Portfolio Valuations engine. And now there’s a fast and easy way to bring non-Carta cap table information into Carta so you can value all your portcos in one place: Introducing Cap Table Builder, leveraging AI.
Whether your non-Carta portfolio company is a C-Corp or LLC, with Cap Table Builder you can now:
Import unstructured data such as Certificates of Incorporation and Stock Purchase Agreements in PDF
Import cap table ownership data stored in Excel
The Cap Table Builder can digest all imported data and convert it into standard format for Carta’s Portfolio Valuations engine to ingest. No more spending hours on manual data entering just to collect a small portion of the necessary inputs for valuations.
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. © 2026 Carta. All rights reserved. Reproduction prohibited.
