Tactyc now integrates real time cap table data into its forecasting and planning platform. The connection to Carta streamlines the process of adding investments data in Tactyc, providing fund managers the ability to make data-backed decisions with greater speed and accuracy. 

Why is this valuable:

Historically, customers have needed to manually upload and maintain investment updates in Tactyc. This process is often time-consuming and error-prone, making it difficult to ensure current forecasting for the fund is accurate and up to date. 

Users can now sync their ownership and financing history for all portfolio companies tracked on Carta. Starting from the fund's initial investment, all subsequent financing rounds will get pulled into Tactyc, regardless of whether they participated or not. The new Tasks and Notifications page will also prompt weekly in-app notifications and review for cap table updates including new rounds for existing investments, net new investments, and newly granted cap table access. 

Overall, the integration accelerates a fund’s ability to leverage Tactyc’s powerful forecasting tools and insights. With immediate access to real time cap table data, customers can more quickly track how they're following their original fund construction plan across pacing, reserve optimizations, portfolio insights, and more.

Who is this available for:

This integration is available for all Tactyc customers who have an investment firm account in Carta, with accepted securities issued from portfolio companies on Carta.  If you need assistance with portfolio consolidation to one main firm account, reach out to our team at tactyc@carta.com.  

Basic cap table access or higher is also required to pull in a portfolio company's details — learn more here.

How does it work:

1️⃣ Set up the integration by going through a Carta mapping and data review workflow in Tactyc

2️⃣ Once data has been approved, Performance Cases in the respective Investments page will update with Carta sourced data 

3️⃣ Re-sync Carta data on demand, prompting review and approval for Carta updates across new rounds for existing investments, net new investments, and newly granted cap table access.

How do I learn more?

Carta Support Article: How to Leverage Tactyc's Integration with Carta.

Signup for the Carta Product Webinar on April 1.

Anything else I need to know?

Stay tuned for additional release notes in Q2, covering Carta integration enhancements and updates.