Driving Fund Decisions with Visual Accounting

In 2025, Carta launched the Entity Map moving beyond static diagrams to give you an interactive, live reflection of your investment structure. Today, we are building on that interface and turning it into a dynamic operating surface called Visual Accounting.

Watch as Carta’s CEO, Henry Ward, and Lead Product Manager, Sahas Singh, walk you through the upgrades that allow you to interact directly with your data, showing exactly how events like valuation updates ripple through your waterfall to drive GP carry and LP returns.

It’s more than a map; it’s a faster, more accurate way to manage your fund.

In this recording, you’ll learn how to:

Turn your GL into a live operating surface: Move beyond static PDFs and PowerPoint drawings to better understand your fund. Experience a dynamic operating surface generated directly from your General Ledger where every visual shift reflects real financial data
Trace the domino effect of valuation changes: Watch a single portfolio valuation update cascade through feeders and blockers, apply your waterfall logic, and instantly reveal the impact on NAV and Carry for an individual GP or LP
Move from reporting to explaining: Stop digging through disparate spreadsheets, emails, and various contracts to answer Partner questions. Learn how to isolate specific events to instantly understand why returns look the way they do
Bridge the data divide: Unify your portfolio cap tables with fund accounting, gaining a level of visibility only possible because Carta holds the data for both sources

Featuring

Henry Ward

Chief Executive Officer‎‎

Carta

Sahas Singh

Lead Product Manager, PE

Carta