Your general ledger cash flow data, integrated with Fund Forecasting

Authors:

Leah Rodriguez, Nathania Fuad

Read time:

1 minute

Published date:

17 July 2025

Carta Fund Forecasting is making it even easier for fund managers to track performance and keep models up-to-date with the integration of fund general ledger data.

Now, in addition to syncing cap table data, Carta Fund Forecasting integrates real-time general ledger data into your fund models so that you always have the most current information on hand.

From manual to connected workflows

Fund Forecasting’s integration guides you through a simple review flow to pull in exactly the data you need—when you need it. Critical GL data—including management fees, expenses, commitments, contributions, and distributions—flows directly into Fund Forecasting from Carta Fund Admin. This makes it easier to assess capital needs, optimize reserves, and track fund performance in real-time.

Stay on top of your cash position

Knowing your current cash position across entities—and planning confidently for what’s next—is central to a fund CFO’s role. With Carta Fund Admin data now connected to Fund Forecasting, you can forecast more precisely.

Author: Leah Rodriguez
Leah Rodriguez is a Principal Product Marketing Manager based in Carta's New York office. She leads messaging and go-to-market strategy for the Middle Office product solutions and has previously supported the Corporations product, including fundraising and valuations.

Author: Nathania Fuad
Nathania Fuad is a Senior Product Manager based in Carta's San Francisco office. She currently leads products focused on forecasting and planning, including Fund Forecasting and Management Company solutions. Previously, she supported Carta’s API platform and held roles in Strategic Partnerships and Sales.