Unlock Fast, Audit-Defensible Portfolio Valuations

Leverage data integration to deliver clarity and insights.

Private equity and venture capital firms are under growing pressure to deliver timely, transparent, and audit-ready valuations. But when data lives across disconnected systems, the process becomes slow, costly, and risky. To reflect a rapidly changing landscape, private market valuations must shift from static, periodic estimates to an evolving, real-time framework.

Join Henry Ward, CEO and Sharanya Venkat, Product Lead, as Carta unveils Portfolio Valuations, a new solution to take on the operational and compliance challenges facing today’s private capital firms.

We’ll cover:

Centralized data collection — obtain and standardize valuation inputs across cap table, portco financials, and market data sources
Efficiency at scale — reduce manual work with built-in automation and direct integrations with fund administration
Audit readiness — align with AICPA guidelines and get expert support to defend your valuation.
Operational confidence — improve accuracy, consistency, and speed across every valuation cycle

Reserve your seat today to see how Portfolio Valuations can help venture and private equity firms modernize their workflow—and take the uncertainty out of valuation season.

Featuring

Henry Ward
Chief Executive Officer
Carta

Sharanya Venkat
Product, Valuations
Carta