PORTFOLIO MONITORING

Portfolio metrics' source of truth

Streamline tracking with Carta and Fund Forecasting. Combine performance and investment data to automatically generate valuation multiples.

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Real-time insights with predictive modeling

Automatic portfolio data sync
Pipe portco financials and KPIs directly from Carta Data Collection.
Connected portfolio KPIs
Use live data to model follow-on rounds and potential exit scenarios.
One-click reporting
Power custom reporting and dashboards through Carta’s Data Warehouse.

From static data to dynamic portfolio reporting

Combine performance and investment data to automatically generate valuation and exit multiples.

Portfolio reporting UI 1 (1)

Intelligent visualizations

Intelligent visualizations

Identify investment patterns and trends with interactive charts. Use the Time Machine feature to see your fund at any historical point for performance analysis and auditing.

Portfolio reporting UI 2

Multi-Currency Support

Multi-Currency Support

Track global rounds with automatic exchange rate conversions, so you can monitor international investments alongside domestic ones in a single view.

Portfolio reporting UI 3

Granular Portfolio Insights

Granular Portfolio Insights

Filter and pivot on 50+ performance metrics. Evaluate your fund by geography, industry, or co-investor to deeply understand what is driving your internal rate of return (IRR).

Bring your data into one unified platform.

Explore Fund Forecasting

Trusted with $190B in private capital fund assets under administration

Connect Ventures logoMunich RE logoMotivate logoStarport Capital logo (B&W)QED Investors
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Fund Forecasting has data points that we have always reported but are now there in an easier-to-access, more consolidated way. I can respond way more quickly to questions that we get frequently from both our GPs and LPs.
Mark Pettit
CFO, Connect Ventures

Related resources

Connect Ventures

See how Connect Ventures unified disparate data to accelerate reporting and answer LP questions faster.

Real-time data sync

Integrate cap table data to eliminate manual updates for faster, more accurate portfolio forecasting.

Portfolio Monitoring

Move beyond manual tracking to automate data collection and drive strategic fund performance.

Carta Classroom

Discover resources to make fund forecasting and modeling your strategic advantage.

FAQs

You have questions, we have resources and answers.
How does Carta Data Collection work with Fund Forecasting?

Carta Data Collections is included in Fund Forecasting. It gives you the ability to collect company KPIs and financials and that data will be connected directly into Fund Forecasting and Carta Data Warehouse, providing you with a single, consistent source of truth that can be applied across multiple use cases.

How does Carta’s Data Warehouse work with Fund Forecasting?

Fund Forecasting customers automatically get access to Carta’s Data Warehouse, where you have additional customization, visualization, and reporting capabilities.

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.