Intelligent portfolio monitoring
Make data-informed decisions with a complete view into your investments.
Data Collection
Portfolio data, collected and connected.
AI powered collection delivers portfolio data straight into your workflows, ready for decisions.
Transform static files into actionable insights
Skip the spreadsheets, emails, and templates. Get deeper portfolio insights with AI-enabled file extraction.
Automate data collection
Automate data collection
Customize requests and schedule recurring collections to fit your reporting needs. AI automatically extracts and standardizes 50+ out-of-the-box and unlimited custom metrics as soon as files are uploaded.
Unlock strategic insights
Unlock strategic insights
Portfolio data is directly piped to your valuation and forecasting workflows. Make strategic decisions, model scenarios, and generate waterfall analyses, all without manual effort.
Generate audit-ready reporting
Generate audit-ready reporting
Build tear sheets with live portfolio data in seconds. Comprehensive activity logs and tracebacks ensure every metric is fully traceable from the initial source file to the final report.
Related resources
FAQs
You have questions, we have resources and answers.
Who has access to Data Collection?
Data Collection is included for all Portfolio Valuations and Fund Forecasting customers.
Managed service Data Collection is available upon request with an additional fee.
What does the experience look like for my portfolio companies?
The PortCo experience is designed to be lightweight. Companies receive branded email requests to fill out a form, upload files or sync accounting systems like QuickBooks and Xero. For the 70% of the private market already on Carta cap table, ownership data flows in automatically with no action required from the company.
How does Carta use AI in data collection?
AI is embedded throughout the collection process to eliminate manual entry. An automated extraction engine reads uploaded financials, including P&Ls, balance sheets, and cash flow statements, alongside cap table documents in PDF or Excel. This process converts unstructured files into standardized data sets immediately upon upload.
The system automatically cross-checks extracted data against existing records to flag discrepancies before they reach your dashboard. As documents are processed, 50+ out-of-the-box metrics are automatically populated alongside any custom KPIs configured for the portfolio.
Where is the collected data stored?
All Data Collection customers will have access to Data Warehouse as a centralized storage for all collected data. Tear sheets, Snowflake integration, and API are all ways for you to easily access Data Warehouse and generate reporting based on the stored data. You’ll always have access to the source documents to download at any time.
Can I customize what data I collect from portfolio companies?
Yes, Data Collection is fully configurable. You can choose which file types to request (financials, cap table, forecasts, board decks), define custom KPIs beyond the 50+ standard metrics, rename fields to match your firm's terminology, and organize requests into sections that make sense for your workflow. You can also set different configurations for different portfolio companies based on their stage, industry, or reporting needs.