Valuations Archives | Carta

Valuations

Build custom valuation reports from your Data Warehouse

Your portfolio valuations history and waterfall modeling results are now in Carta's Data Warehouse. Query, report, and analyze at scale.

Multi-entity waterfalls for private equity deal structures

PE firms can now run waterfalls across their entire deal structure—TopCo, HoldCo, co-invest vehicles—and roll up results firm-wide.

Portfolio data you can trace to the source

Improve reporting confidence with the addition of qualitative metrics and the ability to track financial data.

Better valuations with complex waterfalls and tracebacks

Multi-entity waterfalls and Discounted Cash Flow tracebacks provide the granular clarity required for institutional PE reporting.