Insights - Performance across reporting dimensions | support.carta.com

Performance across reporting dimensions

Fund Forecasting can summarize portfolio performance across multiple reporting dimensions, such as sector, geography, partner, or any custom field. Under Insights > Portfolio Insights, Fund Forecasting will present automatic insights across various dimensions such as:

• By Entry Round
• By Geography
• By Sector
• By Partner
• By Board Member
• By Tags

Reporting Metrics

Furthermore, Fund Forecasting can also summarize across many reporting metrics, such as MOICs, IRRs, Capital Deployed, Reserved, etc. This enables you to quickly answer questions such as:

• What is the total capital deployed by sector, geography, etc.?
• What is the best performing sector, geography?
• Who is our best co-investor? I.e. what is the average MOIC by co-investor?