We’re excited to announce a major refresh of the Carta Fund Forecasting <> investments integration that offers enhanced customization and greater control. With a redesigned integration review flow and an upgraded data sync powered by Carta's Schedule of Investments (SOI), these updates make it easier than ever to build and maintain accurate historical performance cases in Carta Fund Forecasting.

What's New:

1. Enhanced Integration Review Flow: 

• Choose what to keep: Selectively retain investment events already in Carta Fund Forecasting, and decide which financing rounds to sync from Carta.
• Clear visibility: Carta-sourced data includes distinct branding and color-coding, giving you clarity on where your data comes from
• Full control: All synced data remains fully editable in Carta Fund Forecasting after import. You can also 

2. SOI Driven Integration (for Carta Fund Admin <> Fund Forecasting customers):

• Improved accuracy: For any portfolio company with a cap table in Carta, we now anchor investment data directly from the Statement of Investments (SOI).
• Enriched context: SOI data is enhanced with Carta’s complete cap table information to ensure (1) accurate ownership calculations across events and (2) inclusion of non-participating rounds

How do I learn more?

Carta Fund Forecasting: Support Article

Anything else I need to know?

Specific user and firm permissions are required for integration setup — learn more here. 

Coming Soon:

Non-Carta investments tracked on the Schedule of Investments will be available in Q4.