A new way to make faster, smarter decisions with your fund data

When critical data from cap tables to fund accounting is trapped in disconnected systems, the consequences go beyond simple inefficiency—it severely compromises performance. This lack of coordination can lead to inaccurate valuation models and flawed reporting, creating material risk and resulting in suboptimal capital allocation decisions based on outdated, incomplete insights.

Centralizing private market data for actionable insight 

Carta's Data Warehouse is a purpose-built solution that transforms your fragmented private market data into a centralized, structured asset for analysis and reporting—from data sourcing to exploration to sharing. 

Solving the manual burden and cost of data sourcing, extraction, and transformation

Time spent on data wrangling is a resource drain and is highly prone to manual errors. The process of extracting, transforming, and loading (ETL) typically requires data engineers to constantly build and maintain custom connectors for every source system, write complex code to clean, normalize, and reconcile data inconsistency, and then manage the storage infrastructure. 

Carta handles all of this automatically. The data is extracted from the source, transformed into a standardized data model—grounded in private market definitions—and loaded into a secure data warehouse, reducing manual transfer errors and ensuring data consistency. This first release brings together Carta data you have access to from Fund Administration, summary cap tables, financing history, partner data, and portfolio company financials. 

Custom query and reporting with a business intelligence layer

Once the data is clean and centralized, the Data Explorer provides powerful tools to make it immediately accessible to both technical and non-technical users. It lets you query, analyze, and export your fund and portfolio data directly within the Carta platform—removing reliance on multiple spreadsheets and external data manipulation for custom reporting. 

Easily access and analyze data using non-coding commands using an AI co-pilot or Data Explorer’s visual query builder. You get immediate answers to complex questions in a few minutes.

For data analysts and power users, you can use SQL to run highly customized, complex queries. You can also quickly get started with pre-built curated dashboards that answer some of the most common use cases, such as “What is the deal IRR across all my portfolio companies” 

Transform raw data into accessible insights 

The built-in business intelligence layer allows you to visualize data instantly, creating custom dashboards and reports to monitor fund health, track KPIs, and benchmark performance. You can transform generic tables into filtered, tailored reports. And you can convey results more intuitively and quickly with visualizations from almost 20 different types of charts that you can generate and switch in one click. 

You can easily save your results and share it across your firm or save it for future re-use and reference. 

Contextualize fund performance against benchmarks

Knowing your data is just half the battle. When presenting to your LPs or internal stakeholders, providing context can help you better assess fund performance or market the results to your investors. Use Data Explorer to instantly compare your fund performance against anonymized Carta performance benchmarks for TVPI, DPI, and Net IRR, specific to peers within your vintage year and fund size bucket. 

Flexible sharing, including direct to Snowflake or your own data warehouse

Connect any table in the data warehouse directly to your existing tech stack through a Snowflake secure data share or API-based connector. This provides the ability to automate data extraction, giving you data integrity at the system level.

You can also export the data directly to multiple formats including XLS, CSV, and PDF. 

Getting started and accessing the data dictionary

Start using Data Explorer today by navigating to Tools & Services > Data explorer in your Carta account. Reference the data dictionary to understand comprehensive table and field definitions, and access curated dashboards based on common reporting use cases. With Data Explorer, you are equipped with the precision and access to operate your fund with greater clarity.