Fund Forecasting Live Demo: How to Make Data-Driven Fund Decisions

Fund managers are under pressure to move faster, model better, and make smarter decisions—all while managing fragmented data across cap tables, financials, and fund admin systems.

Now, Fund Forecasting (formerly known as Tactyc by Carta) brings all of that together with real-time integration of Carta platform data—including cap tables and fund admin data—directly into dynamic forecasting tools. No more manual updates, no more static spreadsheets—just live, accurate insights you can act on.

Watch the recording to see how Carta’s vision for a connected private fund ERP is becoming reality.

What You’ll Learn

The ERP Vision for Venture – Carta CEO Henry Ward shares how Carta is building the operating system for venture capital
Real Customer, Real Impact – Hear how Active Impact Investments uses Fund Forecasting + Carta data to streamline forecasting and decision-making
Live Demo – See real-time Carta data flow into fund forecasts, eliminating manual entry and updating strategy on the fly
What’s Next – Get an early look at upcoming features that take fund modeling and performance tracking to the next level

Featuring

Henry Ward
Chief Executive Officer‎‎
Carta

Sophie Seston
Principal
Active Impact Investments

Anubhav Srivastava
Founder of Tactyc (Carta Fund Forecasting)
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.