{"id":7490,"date":"2020-07-28T20:58:41","date_gmt":"2020-07-28T20:58:41","guid":{"rendered":"http:\/\/www-staging.carta.com\/sg\/?page_id=7490"},"modified":"2021-05-06T15:12:28","modified_gmt":"2021-05-06T15:12:28","slug":"portfolio-insights","status":"publish","type":"page","link":"https:\/\/www-staging.carta.com\/sg\/investors\/portfolio-insights\/","title":{"rendered":"Portfolio Insights"},"content":{"rendered":"\t\t
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Portfolio insights<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Easily gather portfolio company data<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We\u2019ll collect important financial metrics, cap table and ESOP data on all your portfolio companies, so you can evaluate your investments in one place.<\/p><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\tTalk to an expert<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Why Carta?<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Keep your portfolio up to date<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tWe\u2019ll collect quarterly cap tables, financial metrics, and KPIs from your portfolio companies.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\tIncrease efficiency\t\t\t\t\t<\/span>\n\t\t\t\t<\/h5>\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tSpend less time contacting portfolio companies for data, and more time on running your fund.\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\tScenario modeling\t\t\t\t\t<\/span>\n\t\t\t\t<\/h5>\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWhen your entire portfolio is on Carta, our tools let you model exit scenarios for more investments.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Portfolio insights<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Streamlined, efficient data collection<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Complete ownership data<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Complimentary to real-time ownership updates for your Carta portfolio, you will have access to their financial metrics. For portfolio companies not on Carta, we\u2019ll collect cap table, ESOP, and other key data. You can then leverage this data to create different scenario models and we\u2019ll use it for your portfolio company valuation.<\/p>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Let Carta handle your data collection<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Let Carta\u2019s team handle tracking down your portfolio companies\u2019 data so you can work on deals. We\u2019ll collect and standardize portfolio company financials and KPIs so you can quickly find the portfolio company information you need.<\/p><\/div><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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join carta<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Let us handle your data collection<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\tTalk to an expert<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Portfolio insights Easily gather portfolio company data We\u2019ll collect important financial metrics, cap table and ESOP data on all your portfolio companies, so you can evaluate your investments in one place. Talk to an expert Why Carta? Keep your portfolio up to date Track performance We\u2019ll collect quarterly cap tables, financial metrics, and KPIs from …<\/p>\n

Portfolio Insights<\/span> Read More »<\/a><\/p>\n","protected":false},"author":101,"featured_media":0,"parent":1013,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/pages\/7490"}],"collection":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/users\/101"}],"replies":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/comments?post=7490"}],"version-history":[{"count":0,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/pages\/7490\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/pages\/1013"}],"wp:attachment":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/media?parent=7490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}