Fund Management Software for Private Equity & VC | Carta APAC
Fund Forecasting
The strategic edge for your fund
Guide your fund’s success with all-in-one fund construction, performance management, and portfolio monitoring.
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.
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.
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.
FAQs
You have questions, we have resources and answers.
Who can purchase Fund Forecasting?
What functionality is included in Fund Forecasting?
Does Fund Forecasting integrate with Carta Fund Administration?
Who would benefit most from Fund Forecasting?
See Fund Forecasting in action
From construction to forecasting, see how powerful visualization tools can help to guide your fund’s strategy with data-driven precision.