How to use Carta Fund Forecasting's Investments Integration

Fund Forecasting integrates real time cap table ownership and financing data into its forecasting and analysis platform. This eliminates manual data entry and provides fund managers the ability to make data-backed decisions with greater speed and accuracy.

For joint Fund Forecasting <> Carta Fund Admin customers, investment transaction details are also accessible from the Schedule of Investments.

To learn more about the Fund Admin Integration, click here.

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Why should I integrate my Fund Forecasting account with Carta?Managing the Carta integration Is my firm eligible for the cap table integration?Required user permissions Preliminary steps to the integration How to setup the investments integration Managing integration updates from Carta What cap table details are included in the integration?FAQs Managing the Carta integration