# Fund Forecasting

## The strategic edge for your fund

Guide your fund’s success with all-in-one fund construction, performance management, and portfolio monitoring.

[Get started](https://fund-forecasting@carta.com/demo/fund-forecasting/?ir=fa_fundforecasting_hero1)

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## Key benefits

### 01 Construct with confidence

Build your fund strategy, model scenarios, and optimize returns using live market data and real-world benchmarks.

- Strategize based on real-world data sets
  Market intelligence queries, granular market data by sector, geographies

- Plan reserves with precision
  Sector profile and definition, fund allocation, initial and follow-on investment strategy

- Built-in nuance of a market-ready fund
  Step-by-step fund construction wizard

### 02 Anticipate with clarity

Compare thesis to actual performance to stay on track, course-correct early and maximize performance.

- Evaluate dilution and return impacts
  Round modeling, returns analysis, pro-rata

- Model upside and downside exit scenarios
  Investment level analysis, performance cases, weighted case analysis, case probability

- Evaluate with automatically calculated fund level scenarios
  Scenario builder, scenario parameters, quick dashboard view

### 03 Fundraise with impact

Stand apart from the competition with interactive charts and reports you can confidently share with LPs.

- Share a clear, data-backed story with LPs
  Secure and interactive dashboard with visual charts and tables

- Direct syncs to Carta
  Carta cap table integrations, portfolio company financial integrations and fund administration integration

- Enhance collaboration with external advisors
  Permission controls, version history, read-only sharing

## Make fund forecasting and modeling a strategic advantage.

[Get Started](https://fund-forecasting@carta.com/demo/fund-forecasting?ir=fa_fundforecasting_mid)

## One connected fund platform

Portfolio construction, modeling, management, and reporting, all on one platform. Zero spreadsheets.

### Core Features

- Fund construction
- Fund performance forecasting
- Portfolio monitoring

### Fund construction

Build a fund construction model you can trust in minutes.

[Learn more](https://fund-forecasting@carta.com/fund-management/fund-forecasting/fund-construction/)

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## Trusted with $220B+ in private capital fund assets under administration

> 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.
