## Forecasting & Planning for Venture Funds.

Unified platform for portfolio modeling, management & reporting.

Zero spreadsheets.

### Overview

Carta Fund Forecasting enables us to model different investment scenarios and adjust our strategy. The real-time read on reserves and fund performance enables us to make data-driven decisions without getting bogged down in details. It consolidates our fund model, deal records, and company KPIs in one place - streamlining our internal operations and making our back office more efficient.

**Dotun Olowoporoku**  
Managing Partner, Ventures Platform  
"Carta Fund Forecasting is a very impressive end-to-end fund forecasting platform that has allowed us to migrate our capital management away from manual spreadsheets, making collaboration with the investment team much easier. The in-built dashboards and analytics provide valuable insights into the fund and portfolio performance which will be incredibly useful as part of future fundraising efforts."

**Michael McHugh**  
Deputy CFO, Telstra Ventures  
"The team at Carta Fund Forecasting thinks like a venture firm and solves specifically for the challenges that venture firms face when it comes to deploying capital, constructing a portfolio, monitoring that portfolio and reporting on it, both internally and externally. This was clear from the first time we demoed the product and it has completely lived up to our expectations. If I could have built a tool for venture firms myself, it would have looked just like this."

**Mark Pettit**  
Chief Financial Officer, Connect Ventures  
"Carta Fund Forecasting enables us to have a flexible approach to portfolio construction, fund management, and scenario planning, reducing our reliance on cumbersome spreadsheets."

**Jordan Nof**  
Co-founder, Tusk Venture Partners  
"Carta Fund Forecasting provides the solutions we'd been searching for many years. We finally have a real-time read on reserves, fund performance, and easy access to investment-level details. With its sophisticated portfolio construction and scenario modeling features, it enables our fund to evolve with the market - enabling more data-driven decisions and insights on future capital deployment."

**Kris Kemeny**  
General Partner, Tekfen Ventures  
"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  
"Know the portfolio math to get to your target return (i.e., 3X net). A good tool to use is Carta Fund Forecasting, which helps managers do portfolio modeling and scenario planning."

### Multiple Use Cases
- Fundraising.
- Deployment.
- Reporting.
- Build portfolio construction models.
- Add actual deals & compare performance with plan.
- Strategize future rounds and optimize reserves.
- Model probabilistic exit scenarios.
- Gather insights to improve fund performance.
- Track and request portfolio company KPIs.
- Create LP-ready reports.

### Portfolio Construction.
Build a rock-solid construction model for your fundraise in minutes.

### Market Benchmarks
Develop a construction strategy based on real-world datasets of round sizes & valuations.

### Real-time cap table data integration
Reduce time spent on data entry and maintain accuracy with regular sync of cap table data.

### Precise Reserve Planning
Develop customized check size and reserve strategies based on types of investments.

### Flexible Waterfalls
Model European and American waterfalls with customizations in minutes.

### Portfolio Forecasting & Planning.
Plan reserve deployment and exit scenarios with a live forecast of your active portfolio.

### Cash Planning
Estimate cash flow and liquidity needs and model line of credit drawdowns.

### Reserve Optimization
Allocate reserves towards companies with the highest upside potential and lowest downside risk.

### Portfolio Management & Reporting.
Organize and track portfolio company KPIs and deal documents.

### Intelligent Visualizations
Identify patterns and trends with interactive visualizations and charts.

### Enriched Reporting
Pre-built and customizable reports & tearsheets that enable 1-click external LP reporting.

**Get Started**  
[Schedule Demo](/content/demo/fund-forecasting/index.html)

**The strategic edge for your fund.**  
*© 2026 eShares, Inc. DBA Carta, Inc.*  
*See Carta Fund Forecasting in action.*  
*Book a Demo* [here](/content/demo/fund-forecasting/index.html)