Driving Fund Decisions with Visual Accounting

In 2025, Carta launched the Entity Map moving beyond static diagrams to give you an interactive, live reflection of your investment structure. Today, we are building on that interface and turning it into a dynamic operating surface called Visual Accounting.

Watch as Carta’s CEO, Henry Ward, and Lead Product Manager, Sahas Singh, walk you through the upgrades that allow you to interact directly with your data, showing exactly how events like valuation updates ripple through your waterfall to drive GP carry and LP returns.

It’s more than a map; it’s a faster, more accurate way to manage your fund.

In this recording, you’ll learn how to:

Turn your GL into a live operating surface: Move beyond static PDFs and PowerPoint drawings to better understand your fund. Experience a dynamic operating surface generated directly from your General Ledger where every visual shift reflects real financial data
Trace the domino effect of valuation changes: Watch a single portfolio valuation update cascade through feeders and blockers, apply your waterfall logic, and instantly reveal the impact on NAV and Carry for an individual GP or LP
Move from reporting to explaining: Stop digging through disparate spreadsheets, emails, and various contracts to answer Partner questions. Learn how to isolate specific events to instantly understand why returns look the way they do
Bridge the data divide: Unify your portfolio cap tables with fund accounting, gaining a level of visibility only possible because Carta holds the data for both sources

Featuring

Henry Ward
Chief Executive Officer
Carta
Sahas Singh
Lead Product Manager, PE
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event 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 and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.