Visualize complex fund structures with the Entity Map

Authors:

Cesar Ruiz, Sahas Singh

An interactive visualization makes complex PE fund structures instantly understandable for CFOs and stakeholders.

Contents

• Visualize complex fund structures with the Entity Map
• A new interface for exploring your data
• Bring clarity to complexity, faster

Fund CFOs at PE and VC firms work with intricate fund structures—multiple LPs across different funds, complex carry allocations flowing through various GP entities, and individual members spread across portfolios. Until now, getting a consolidated view has required clicking through multiple interfaces and compiling information as you go.

Our new Entity Map introduces a completely new way to use Carta. It transforms static information into an intuitive, interactive visualization.

A new interface for exploring your data

The Entity Map presents your entire firm structure in a single, navigable view. The interactive interface lets users explore connections between funds and their investments, LP commitments, GP entities, and individual members with ease. Clicking on each entity reveals the relevant metrics such as carry accrued. Performance metrics and carry amounts update in real-time, so the map always reflects current positions rather than outdated snapshots.

Bring clarity to complexity, faster

Whether you're preparing for investor meetings, onboarding new team members, or responding to audit requests, the Entity Map provides an alternative method for accessing and presenting your Carta information. It’s a new perspective on the same data you've always had, in a format that emphasizes relationships rather than traditional tabular views.

Introducing Entity Map

A new way to navigate Carta

Author: Cesar Ruiz

Cesar Ruiz is the Product Marketing Lead for Private Equity at Carta. Prior to Carta, he led trust and safety product marketing initiatives at Facebook and Twitter covering elections integrity, misinformation, and offline crisis response.

Author: Sahas Singh

Sahas Singh is a senior product manager at Carta.