Make fund forecasting and modeling your strategic advantage

Browse our collection of resources to learn how Carta helps firms make data-driven decisions about fund construction, financial planning and analysis, and portfolio monitoring.

Master the basics

Fund forecasting: The fund CFO’s playbook](/content/sg/en/learn/private-funds/management/fund-forecasting/index.html)

Scenario modeling for private funds](/content/sg/en/learn/private-funds/management/fund-forecasting/scenario-modeling/index.html)

The discipline of fund-level asset allocation](/content/sg/en/learn/private-funds/management/portfolio-management/asset-allocation/index.html)

Customer stories

[> Fund Forecasting was light years ahead of our prior Excel-based solution.

How Carta helps Motivate Ventures automate fund planning and management workflows
\

[> If I could have built a tool for venture firms myself, it would have looked just like this.

Why Connect Ventures partnered with Carta to drive strategic analysis
\

[> Whenever we make a new investment, we’ll use Fund Forecasting for pro-forma analysis and stress testing.

How Starport Capital powers portfolio construction with strategic data from Fund Forecasting
\

See how you can guide your fund’s strategy with data-driven precision.

See Carta Fund Forecasting in action

Explore interactive example

VC masterclass series

Dive into the core principles of venture fund sizing and the operational considerations that will shape your fund's performance.](/content/sg/en/events/vc-masterclass-fund-size/?ir=fund-forecasting-collection/index.html)

The next question most VCs ask is: What am I going to invest in? This session covers how to design an investment thesis for a new fund.](/content/sg/en/events/vc-masterclass-fund-thesis/?ir=fund-forecasting-collection/index.html)

How can emerging fund managers prove to LPs that they have what it takes to be successful? Get expert tips on establishing a track record.](/content/sg/en/events/vc-masterclass-track-record/?ir=fund-forecasting-collection/index.html)

Request a demo of Fund Forecasting

From construction to forecasting, see how powerful visualization tools can help to guide your fund's strategy with data-driven precision.