Your firm’s holdings—at a glance

Author: Sahas Singh
Read time: 2 minutes
Published date: 14 June 2024

Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio company.

Wouldn’t it be great if your valuations team, deal team, and CFO could all have the same bird’s-eye view across your fund’s holdings?
Now they can.

Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio company, helping PE firms stay aligned while they manage their investments in one centralized location.

The new dashboard allows you to:

• Access and manage portfolio company cap tables
• Run updated portfolio company valuations using each company’s latest cap table and waterfall
• View summary valuations and performance metrics for each portfolio company
• Give account administrators increased visibility through consolidated access to portfolio company cap tables and waterfall models

Carta’s Firm Overview dashboard solves several challenges for PE teams:

• Valuations team: Carta’s connected platform is able to sync the cap table, waterfall model, and discounted cash-flow model for any given investment to provide automated, up-to-date valuations—allowing the valuations team to provide faster quarterly reporting.
• Deal team: Access to accurate and updated valuations across the portfolio helps deal teams make better and faster decisions about investments and company staffing.
• Fund CFOs: Complicated ownership structures and delayed valuations data can make it hard for the office of the CFO to provide accurate and timely reporting to LPs. Powered by Carta’s connected platform, the Firm Overview dashboard helps the CFO access the data needed to model fund performance for LPs and internal stakeholders.
• LP data management: You can also now track an LP’s exposure across your portfolio at the click of a button. With the Firm Overview dashboard, delivering on data requests from LPs is seamless and efficient.

To learn more about Carta for private equity, contact a member of our team for a demo:

Carta for Private Equity
Learn how Carta supports PE firms and PE-backed companies.

Author: Sahas Singh
Sahas Singh is a senior product manager at Carta.