Advanced - Disable Automatic Projection | support.carta.com

Disable Automatic Projection

How to reflect only actual investments in the Fund Forecasting model

By default, Fund Forecasting's methodology is as follows:

• Actual deployed or planned capital is assumed to perform as per the actual investments you have defined in the Investments section.

• Un-deployed capital is assumed to perform as per the original construction plan, i.e., the performance of your Allocations in the Construction Wizard .

These two pools of capital are blended together to come up with the Current Forecast.

Disabling automatic projection in the Current Forecast only

• Go to Construction Wizard > Allocations

• Click on Disable Automatic Projections on the right corner of the window

• Click OK

Fund Forecasting will now no longer project any future investments on its own; only actual investments will be included in the Current Forecast. The original Construction Forecast will remain unchanged.

Disabling automatic projection for both the Current and Construction Forecasts

• Go to Construction Wizard > Allocations.

• Delete all your Allocations.

• Click Complete.

Please note in this configuration, the Construction Forecast is meaningless. The Current Forecast will be populated on the fund's dashboard and only reflect the performance of actual investments.