Now, in addition to syncing cap table data, Carta Fund Forecasting integrates real-time general ledger data into your fund models so that you always have the most current information on hand.
From manual to connected workflows
Fund Forecasting’s integration guides you through a simple review flow to pull in exactly the data you need—when you need it. Critical GL data—including management fees, expenses, commitments, contributions, and distributions—flows directly into Fund Forecasting from Carta Fund Admin. This makes it easier to assess capital needs, optimize reserves, and track fund performance in real-time.
Stay on top of your cash position
Knowing your current cash position across entities—and planning confidently for what’s next—is central to a fund CFO’s role. With Carta Fund Admin data now connected to Fund Forecasting, you can forecast more precisely.
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.
