PortCo performance data, synced in real time

PortCo performance data, synced in real time

Author

Leah Rodriguez

|

Read time: 

1 minute

Published date: 

29 October 2025

Automatically pull financials from your portfolio with each new event, fueling every model with real-time actuals.

New integration ensures a single source of truth

Fund managers and back-office teams can now set up the connection in Carta Fund Forecasting as part of Carta Data Collection service. Fund Forecasting will automatically listen for updates in portfolio company financials and KPIs and sync the data in real time. Now it’s easier than ever to keep your models and that reports in Carta Fund Forecasting up to date. 

The power of connected data

This ability to seamlessly access real-time financials enhances many existing capabilities, such as customer formulas, KPI drilldowns, and investment reporting. Having accurate and up-to-date data at your fingertips lets you quickly analyze and report out reliable information internally and to LPs.

Carta Fund Forecasting Screenshot

Leah Rodriguez
Leah Rodriguez is a Principal Product Marketing Manager based in Carta's New York office. She leads messaging and go-to-market strategy for the Middle Office product solutions and has previously supported the Corporations product, including fundraising and valuations.

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.