For rigorous analysis like valuations, VC and PE firms face challenges both in collecting the portfolio company data and also in the ability to track information accuracy throughout the ingestion process. We’ve revamped our Data Collection product to give you the ability to collect qualitative data and also track the source of every financial metric for absolute data integrity.
Better storytelling with your data
Quantitative metrics like revenue and head count only tell part of the story. You can now define and request qualitative key performance indicators—such as "yes/no," dates, and text-based strategic updates—directly through Carta Data Collection. These qualitative responses flow into the same dashboards as your numeric data, eliminating the need to hunt through one-off emails or disconnected spreadsheets to understand portfolio company performance.
Verify inputs with one-click tracebacks
Our AI-enabled financial statement extraction introduces significant efficiency and accuracy improvements, and it doesn’t have to be a black box. With the new traceback feature, you can now click on any financial metric to see its exact origin and the parent-child relationships of line items—such as seeing exactly how subscription and service revenue roll up into total revenue. You will also be alerted of any data discrepancies in red so you can review and make corrections before confirming the import.
This granular visibility ensures you and your internal stakeholders have total confidence in the accuracy of your firm’s financial reporting.
