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Carta Fund Forecasting

Forecasting & Planning for Venture Funds

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Carta Fund Forecasting is a unified platform designed for venture funds to manage portfolio modeling, forecasting, and reporting, replacing manual spreadsheets. It addresses the challenges of fragmented data and inefficient collaboration by providing a single source of truth for capital management and fund performance analysis.

The platform includes modules for portfolio construction, forecasting and planning, and portfolio management and reporting. Key capabilities include market benchmarks, real-time cap table data integration, reserve planning, flexible waterfall modeling, and investment scenario analysis. It also offers portfolio company KPI tracking, multi-currency support, a time machine feature for historical performance views, and pre-built LP-ready reports. The platform integrates with Carta data and Carta Data Collection for automatic financial metric syncs.

This product is intended for venture fund teams, including CFOs and investment professionals. It is available through a demo and login with Carta credentials, with pricing and edition details not specified on the page.

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