Carta Fund Forecasting now integrates directly with Carta Fund Admin, allowing you to automatically sync fund cash flows from the GL into your Fund Forecasting construction model. 

Overall, the integration accelerates your ability to leverage Carta Fund Forecasting’s powerful forecasting tools and insights. With immediate access to fund accounting details, you can more quickly track capital activity to ensure up to date performance metrics and data driven forecasting.

Why is this valuable:

The Fund Accounting integration between Carta Fund Forecasting removes the need to manually input monthly cash flows into your construction model—resulting in more accurate, timely, and complete fund performance data. 

With this integration, you can:

• Review and approve partner details, commitments, capital calls, distributions, management fees, and fund expenses
• Save time by syncing real actuals instead of relying on outdated or estimated figures
• Improve accuracy of forecasts and performance metrics like IRR, DPI, and TVPI
• Enable scenario analysis that adapts in real time as capital activity changes
• Streamline LP reporting and internal reviews with updated data

Who is this available for:

This integration is available for all joint Carta Fund Admin <> Fund Forecasting customers. 

Reach out to your Carta Fund Forecasting account manager or fund-forecasting@carta.com for any questions.

How does it work:

How do I learn more?

Carta Support Article: Carta Fund Admin <> Fund Forecasting Integration

Signup for the Carta Fund Forecasting Webinar on May 28. Henry Ward (Carta CEO) and Anubhav Srivastava (Tactyc Founder) will be joined by Sophie Seston from Active Impact Investments. The recording will be available afterwards as well.

Anything else I need to know?

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