How to use the Carta financials and Fund Forecasting FA integration with Carta

Fund Forecasting integrates directly with Carta Fund Admin, allowing fund managers to automatically sync actual fund cash flows from their GL—including partner details, commitments, capital calls, distributions, fees, and expenses—into their Fund Forecasting models. This eliminates the need for manual data entry and ensures that performance metrics like IRR, TVPI, and DPI stay updated and accurate.

To learn more about the cap table integration, click here.

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Why should I integrate my Fund Forecasting account with Carta Fund Admin?What data is included in the Fund Admin integration?Required permissions How to setup the integration Managing and reviewing synced data FAQs