Fund Forecasting Live Demo: How to Make Data-Driven Fund Decisions

Fund Forecasting Live Demo: How to Make Data-Driven Fund Decisions

Fund managers are under pressure to move faster, model better, and make smarter decisions—all while managing fragmented data across cap tables, financials, and fund admin systems.

Now, Fund Forecasting (formerly known as Tactyc by Carta) brings all of that together with real-time integration of Carta platform data—including cap tables and fund admin data—directly into dynamic forecasting tools. No more manual updates, no more static spreadsheets—just live, accurate insights you can act on.

Watch the recording to see how Carta’s vision for a connected private fund ERP is becoming reality.

What You’ll Learn

• The ERP Vision for Venture – Carta CEO Henry Ward shares how Carta is building the operating system for venture capital

• Real Customer, Real Impact – Hear how Active Impact Investments uses Fund Forecasting + Carta data to streamline forecasting and decision-making

• Live Demo – See real-time Carta data flow into fund forecasts, eliminating manual entry and updating strategy on the fly

• What’s Next – Get an early look at upcoming features that take fund modeling and performance tracking to the next level

Featuring

• Henry Ward
  Chief Executive Officer‎‎
  Carta

• Sophie Seston
  Principal
  Active Impact Investments

• Anubhav Srivastava
  Founder of Tactyc (Carta Fund Forecasting)
  Carta