Visualize LP exposure, for unprecedented control
Visualize LP exposure, for unprecedented control
Author: Cesar Ruiz
Read time: 2 minutes
Published date: October 29, 2025
The Entity Map makes visual sense of complex entity and partner relationships, reflecting every transaction in real time.
Automating ownership calculations with interactive entity mapping
Until now, many firms relied on spreadsheets and manual calculations to trace ownership through multiple entities. Look-through ownership transforms this workflow by leveraging the same technology that powers the entity map, allowing us to create an interactive fund structure visualization. Within the cap table interface, toggle between direct and look-through views to reveal precise ownership percentages across entities. Each percentage in the cap table is clickable, revealing the entity map view of your data. Similar to how the entity map represents financial flows across linked entities, you'll get a visual layout of your ownership structure and can easily trace exactly how ownership flows from operating companies back to funds or vehicles.
Designed for PE teams across a range of functions
Every team within a private equity firm has different needs:
- Legal and compliance analysts gain confidence that reporting aligns with regulatory requirements
- Investment teams can quickly assess exposure when evaluating exit strategies
- LPs benefit from greater transparency into their look-through ownership exposure
Look-through ownership makes these workflows faster, more accurate, and easier to manage.
Why this matters now
Look-through ownership ensures that your reporting reflects the true-to-legal structure of your portfolio companies, reducing compliance risk and saving valuable time. Whether you’re preparing quarterly valuations, answering LP exposure questions, or responding to regulators, you can now do it with confidence and clarity.
Author: Cesar Ruiz is the Product Marketing Lead for Private Equity at Carta. Prior to Carta, he led trust and safety product marketing initiatives at Facebook and Twitter covering elections integrity, misinformation, and offline crisis response.