Fund Forecasting

The strategic edge for your fund

Guide your fund’s success with all-in-one fund construction, performance management and portfolio monitoring.

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Key benefits

01

Construct with confidence

Build your fund strategy, model scenarios and optimise returns using live market data and real-world benchmarks.

• Strategise based on real-world data sets
  Market intelligence queries, granular market data by sector, geographies

• Plan reserves with precision
  Sector profile and definition, fund allocation, initial and follow-on investment strategy

• Built-in nuance of a market-ready fund
  Step-by-step fund construction wizard

02

Anticipate with clarity

Compare thesis to actual performance to stay on track, course-correct early and maximise performance.

• Evaluate dilution and return impacts
  Round modeling, returns analysis, pro-rata

• Model upside and downside exit scenarios
  Investment level analysis, performance cases, weighted case analysis, case probability

• Evaluate with automatically calculated fund level scenarios
  Scenario builder, scenario parameters, quick dashboard view

03

Fundraise with impact

Stand apart from the competition with interactive charts and reports you can confidently share with LPs.

• Share a clear, data-backed story with LPs
  Secure and interactive dashboard with visual charts and tables

• Direct syncs to Carta
  Carta cap table integrations, portfolio company financial integrations and fund administration integration

• Enhance collaboration with external advisors
  Permission controls, version history, read-only sharing

Make fund forecasting and modelling a strategic advantage.

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One connected fund platform

Portfolio construction, modelling, management and reporting, all on one platform. Zero spreadsheets.

Core Features

• Fund construction
• Fund performance forecasting
• Portfolio monitoring

Fund construction

Build a fund construction model you can trust in minutes.

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Trusted with $220B+ in private capital fund assets under administration

Testimonials

Fund Forecasting has data points that we have always reported but are now there in an easier-to-access, more consolidated way. I can respond way more quickly to questions that we get frequently from both our GPs and LPs.