One-to-many reporting in Data Collection

Author: Q Chen
Read time: 1 minute
Published date: July 16, 2026

Portfolio companies submit data once per reporting period—and Data Collection pre-fills all matching requests automatically.

Submit once, fulfill every investor request

When a portfolio company opens a new data request, any files or KPIs already submitted for that reporting period appear pre-filled—income statements, balance sheets, cash flow statements, cap tables, formation documents and other KPIs. Each one displays its source clearly. Companies can keep a suggestion, edit a KPI value, or upload a replacement file. Nothing is submitted until they review and confirm.

Fewer follow-up requests

The document section of the response portal has been rebuilt into a structured table—Document · Period · Status · File—giving portfolio companies a clean view of what's been submitted and what's outstanding. Pre-fill and the redesigned portal together eliminate the back-and-forth that delays quarterly data collection and LP reporting. You get the data back without chasing re-entries or reconciling conflicting submissions.

Author: Q Chen
Q is Director of Product Marketing at Carta with more than 15 years of product marketing experience, including six years in fintech. Q specializes in aligning customer needs with the solutions Carta builds to deliver clear, meaningful value.