Make fund forecasting and modeling your strategic advantage

Browse our collection of resources to learn how Carta helps firms make data-driven decisions about fund construction, financial planning and analysis, and portfolio monitoring.
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Master the basics

Fund forecasting
Fund forecasting: The fund CFO’s playbook
Scenario modeling
Scenario modeling for private funds
asset allocation
The discipline of fund-level asset allocation

Popular articles

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Author: The Carta Team
Date: March 2025
featured article
Top six workflows of data-driven venture managers
At Carta, we work with hundreds of data-driven managers globally in helping them with portfolio construction, reserve planning, and portfolio management functions. Here are the common patterns and workflows of the best-performing managers.
Your general ledger cash flow data, integrated with Fund Forecasting
Announcements
July 2025
Your general ledger cash flow data, integrated with Fund Forecasting
Carta Fund Forecasting is making it even easier for fund managers to track performance and keep models up-to-date with the integration of fund general ledger data.
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Integrate cap table data and streamline portfolio monitoring with Fund Forecasting by Carta
Product Education
May 2025
Integrate cap table data and streamline portfolio monitoring with Fund Forecasting by Carta
Fund Forecasting by Carta now syncs real-time cap table data, eliminating manual updates and helping VCs make faster, more accurate portfolio and forecasting decisions.
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Carta and Fund Forecasting: FP&A for the Office of the Fund CFO
Featured
October 2024
Carta and Fund Forecasting: FP&A for the Office of the Fund CFO
While other industries have experienced a renaissance in tools for the office of the CFO, private capital has lagged behind. We're changing that—and setting the stage for an integrated suite of financial and operational products for the private fund CFO.
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Customer stories

Fund Forecasting was light years ahead of our prior Excel-based solution.
How Carta helps Motivate Ventures automate fund planning and management workflows
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If I could have built a tool for venture firms myself, it would have looked just like this.
Why Connect Ventures partnered with Carta to drive strategic analysis
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Whenever we make a new investment, we’ll use Fund Forecasting for pro-forma analysis and stress testing.
How Starport Capital powers portfolio construction with strategic data from Fund Forecasting
Starport Capital

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See Carta Fund Forecasting in action

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More on private funds

Portfolio construction

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Portfolio management

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Portfolio monitoring

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Fund management

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VC masterclass series

VC Masterclass: Setting a Target Fund Size
Dive into the core principles of venture fund sizing and the operational considerations that will shape your fund's performance.
VC Masterclass – Designing a Fund Thesis
The next question most VCs ask is: What am I going to invest in? This session covers how to design an investment thesis for a new fund.
Building an Investment Track Record VE
How can emerging fund managers prove to LPs that they have what it takes to be successful? Get expert tips on establishing a track record.
Fund Forecasting UI
Request a demo of Fund Forecasting
From construction to forecasting, see how powerful visualization tools can help to guide your fund's strategy with data-driven precision.
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