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Venture Capital Investors (Fund Admin) General Availability
6 years ago

Exit scenarios for Investors

You can now model exits for portfolio companies on Carta with just a couple clicks! Instead of spending hours building complicated models in excel, with exit scenarios you can let Carta’s software do the heavy lifting and focus on interpreting the results.

waterfall_gif_1.gif

Here are a couple of its best features:

Distributions: The distributions chart allows you to see a range of outcomes for your firm, top 5 shareholders, and share classes.

Screen Shot 2018-10-29 at 1.38.06 PM.png

Goal seek: You may not have a specific exit event on the horizon for your portfolio company, but want to understand what outcome would be required to achieve a 10x return multiple, 30% IRR, or $100 million payout for your portfolio. The goal seek feature allows you to enter a desired outcome and the model will return the required exit value to achieve the outcome.

waterfall_gif_goalseek2.gif

Save and share:
Once you have created an exit scenario, you are able to save and share with other members of your team.

Screen Shot 2018-10-29 at 1.12.00 PM.png

This update is rolling out to all Portfolio Insights and ASC820 customers today, log in and check it out! Send us your feedback to investorservices@carta.com

Avatar of authorJordan Agnew