How to use the Carta financials and Fund Forecasting integration
Fund Forecasting integrates with Carta Data Collection, allowing portfolio company financial data submitted through Carta's Request for Information (RFI) workflow to automatically populate the Fund Forecasting KPI Dashboard. The KPI Dashboard is read-only — data is managed in Carta Data Collection and syncs to Fund Forecasting automatically, eliminating manual entry and centralizing portfolio monitoring, analysis, and reporting.
For customers using Carta’s Data Collection (fka Portfolio Insights), this integration designates Carta’s RFI dashboard as the single source of truth for portfolio company financials, while increasing stickiness between Fund Forecasting and Carta.
To learn more about Carta’s Data Collection offering, click here.