FUND CONSTRUCTION

Smarter way to build funds

Move beyond static spreadsheets and build a living model of your fund’s future.

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Build a data-driven blueprint for your next fund

Market benchmarks
Access proprietary data on round sizes, valuations, and graduation rates.
Real-time cap table integration
Sync direct from the ledger to eliminate manual data entry and errors.
Reserve planning precision
Define check sizes and follow-on strategies by investment type.

A strategic blueprint of your fund

Build a robust framework and investment engine for capital deployment and repeatable success.

Portfolio construction UI 1 - option 1 (1)

Model fund scenarios

Model fund scenarios

Automatically factor in fees and expenses. Set company probabilities and map deployment to optimize your total investable capital.

Portfolio construction UI 2

Stress-test your thesis

Stress-test your thesis

Share interactive dashboards that demonstrate a principled, quantitative approach to evaluating fund outcomes under different scenarios.

Portfolio construction UI 3

Match fund design to LP expectations

Match fund design to LP expectations

Automatically factor in fees and expenses to see your true capital availability. Model exit recycling scenarios to ensure your fund structure delivers on your return profile.

Go from thesis to building your fund in minutes

Explore Fund Forecasting

Fund Forecasting users save 50% of time building models during fundraising compared to using spreadsheets.*

*Based on customer responses to a February 2025 survey

customer portrait
Carta Fund Forecasting enables us to intelligently plan and deploy capital while easily scenario-testing our construction strategy. We love the flexibility of the platform in helping us quickly model different investment allocations and outcomes. Plus, the speed with which new features are released is very impressive.
Lauren DeLuca
General Partner, Motivate Ventures

FAQs

You have questions, we have resources and answers.
How do I start a new model?

The Construction Wizard guides you through a step-by-step process for defining your fund's structure, assumptions and deployment strategy. 

Can I model different investment types?

Yes. You can create different investment profiles within a single fund to model a diversified strategy across stages or deal types.

How does recycling impact my model?

The Exit Recycling documentation explains how to toggle recycling on or off to see the impact on your total investable capital and final DPI.