Have you ever received a performance update from a portfolio company and thought, “this number is interesting, but how does this stack up against the forecast the team presented in January?” Portfolio Insights customers can now see how a portfolio company has forecasted and re-forecasted values through time for Revenue, Cash, EBITDA, and ARR/ MRR.

To access this feature, navigate to the Key Metrics tab of your portfolio company page and click on the “Forecasts” sub-tab.

The rows are the different statements of forecasted data by period and the last row shows actuals.

Will you use this feature to compare actuals to forecasts? Send us feedback at investorservices@carta.com.