Fund Forecasting Resources: Make Data-Driven Decisions
Make fund forecasting and modeling your strategic advantage
Browse our collection of resources to learn how Carta helps firms make data-driven decisions about fund construction, financial planning and analysis, and portfolio monitoring.
Master the basics
Fund forecasting: The fund CFO’s playbook](/content/uk/en/learn/private-funds/management/fund-forecasting/index.html)
Scenario modeling for private funds](/content/uk/en/learn/private-funds/management/fund-forecasting/scenario-modeling/index.html)
The discipline of fund-level asset allocation](/content/uk/en/learn/private-funds/management/portfolio-management/asset-allocation/index.html)
Customer stories
[> Fund Forecasting was light years ahead of our prior Excel-based solution.
How Carta helps Motivate Ventures automate fund planning and management workflows
\
[> If I could have built a tool for venture firms myself, it would have looked just like this.
Why Connect Ventures partnered with Carta to drive strategic analysis
\
[> Whenever we make a new investment, we’ll use Fund Forecasting for pro-forma analysis and stress testing.
How Starport Capital powers portfolio construction with strategic data from Fund Forecasting
\
See how you can guide your fund’s strategy with data-driven precision.
See Carta Fund Forecasting in action
More on private funds
Portfolio construction \ Learn more
Portfolio management \ Learn more
Portfolio monitoring \ Learn more
VC masterclass series
Dive into the core principles of venture fund sizing and the operational considerations that will shape your fund's performance.](/content/uk/en/events/vc-masterclass-fund-size/?ir=fund-forecasting-collection/index.html)
The next question most VCs ask is: What am I going to invest in? This session covers how to design an investment thesis for a new fund.](/content/uk/en/events/vc-masterclass-fund-thesis/?ir=fund-forecasting-collection/index.html)
How can emerging fund managers prove to LPs that they have what it takes to be successful? Get expert tips on establishing a track record.](/content/uk/en/events/vc-masterclass-track-record/?ir=fund-forecasting-collection/index.html)
Request a demo of Fund Forecasting
From construction to forecasting, see how powerful visualization tools can help to guide your fund's strategy with data-driven precision.