Build with confidence
Construct strategies, model scenarios, and optimize returns using live market, fund general ledger, and cap table data.
Fund Forecasting
The strategic edge for your fund
From construction to forecasting and modeling, guide your fund’s strategy with data-driven precision.
Insights, meet strategy
Build smart fund strategies on powerful modeling techniques and real-world datasets.
Data-driven portfolio construction
Data-driven portfolio construction
Create your construction strategy using real-world benchmarks, specific to industry or region. Plan reserves, model waterfalls, and share it all with your LPs through visually captivating dashboards.
Forecasting and planning
Forecasting and planning
Compare actual performance vs. plan, optimize reserves and liquidity, and model future rounds — all using your fund’s real-time data to intelligently reduce risk.
Reporting and portfolio management
Reporting and portfolio management
With 70+ unique metrics to filter on, build interactive visualizations to identify trends, analyze fund performance, and create custom LP reports.
Real-time data integration
Real-time data integration
Sync fund accounting, investments, and portfolio company financials right into your forecasting and analysis platform, and say farewell to manual data entry.
Trusted with $190B in private capital fund assets under administration
FAQs
You have questions, we have resources and answers.
Who can purchase Fund Forecasting?
Fund Forecasting is available for existing Carta Fund Administration customers as an add-on, for new customers looking to bundle Fund Administration together with Fund Forecasting or as a standalone product for funds that are not currently Carta Fund Administration customers.
What functionality is included in Fund Forecasting?
The product includes three forecasting and planning modules: (1) portfolio construction for building your fund strategy; (2) forecasting and planning for optimizing the performance of your portfolio after deploying capital; and (3) portfolio insights for monitoring the KPIs of your portfolio companies.
Does Fund Forecasting integrate with Carta Fund Administration?
Yes, Fund Forecasting allows you to sync cash flow data directly from a fund’s general ledger in Carta into Fund Forecasting's Model View. This integration increases visibility into your fund’s capital activity, enabling more accurate reporting, forecasting and planning. Fund Forecasting also includes real-time sync of Carta cap table data. These features eliminate manual data entry, streamline workflows and empower faster, data-driven decision-making.
Who would benefit most from Fund Forecasting?
Any GP or CFO looking for a powerful tool integrated into overall fund management that helps them make better data-driven decisions, optimize reserves and improve returns for their investors.