{"id":1477,"date":"2018-10-26T00:00:00","date_gmt":"2018-10-26T00:00:00","guid":{"rendered":"http:\/\/www-staging.carta.com\/sg\/blog\/simplify-how-you-manage-your-portfolio\/"},"modified":"2021-03-05T06:57:56","modified_gmt":"2021-03-05T06:57:56","slug":"simplify-how-you-manage-your-portfolio","status":"publish","type":"post","link":"https:\/\/www-staging.carta.com\/sg\/blog\/simplify-how-you-manage-your-portfolio\/","title":{"rendered":"Simplify how you manage your portfolio"},"content":{"rendered":"\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter\"><img class=\"wp-image-6354\" src=\"https:\/\/www-staging.carta.com\/sg\/wp-content\/uploads\/sites\/9\/2018\/10\/1200x800.gif\" alt=\"\" title=\"\"><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p>As an investor, staying up to date on your portfolio companies\u2019 performance is time consuming and usually requires a lot of emails. Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible\u2014especially when each company&#8217;s data is in a different format.<\/p>\r\n\r\n\r\n\r\n<p>We think it should be simpler to track your investments. We built <a href=\"\/investors\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"We think it should be simpler to track your investments. We built Portfolio Insights to streamline portfolio data collection and analysis. Carta helps you collect up-to-date metrics from your portfolio companies and monitor performance in a dashboard.\r\n(opens in a new tab)\">Portfolio Insights<\/a> to streamline portfolio data collection and analysis. Carta helps you collect up-to-date metrics from your portfolio companies and monitor performance in a dashboard.<\/p>\r\n\r\n\r\n\r\n<p>Our early access users have found Portfolio Insights helpful when&#8230;<\/p>\r\n\r\n\r\n\r\n<ul>\r\n<li>Running weekly partner meetings and going through how each company is performing<\/li>\r\n<li>Preparing for <a href=\"https:\/\/www-staging.carta.com\/sg\/board-management\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Running weekly partner meetings and going through how each company is performing\u2028Preparing for board meetings\u2028Deciding whether to make follow-on investments (opens in a new tab)\">board meetings<\/a><\/li>\r\n<li>Deciding whether to make follow-on investments<\/li>\r\n<\/ul>\r\n\r\n<figure class=\"aligncenter\"><br \/><img src=\"https:\/\/lh3.googleusercontent.com\/rCwoI2UzVPE5Nf0z-1bEE_mtj9IpUw8Eg_V_o6bHtnenoo4IZIFU4YN63M6trz7m06V4TVXGxgsHJybe6MXTZdKfgMsHMEM02GKcSgtLXsRBsy16bKRqcP56oHbomadkWDZP2gCz\" alt=\"\" title=\"\"><\/figure>\r\n\r\n<h3><br \/>How it works<\/h3>\r\n\r\n\r\n\r\n<ul>\r\n<li><strong>Send data collection requests in bulk<\/strong> to all portfolio companies<\/li>\r\n<li><strong>Track the status<\/strong> of data collection requests in one dashboard<\/li>\r\n<li><strong>Sit back as Carta normalizes and processes data<\/strong><\/li>\r\n<li><strong>Access meaningful portfolio company insights\u00a0<\/strong>through in-app dashboards<\/li>\r\n<\/ul>\r\n\r\n<figure class=\"aligncenter\"><br \/><img class=\"wp-image-6657\" src=\"https:\/\/www-staging.carta.com\/sg\/wp-content\/uploads\/sites\/9\/2018\/10\/graph.png\" alt=\"\" title=\"\"><\/figure>\r\n\r\n<p><br \/>In addition to showing standard key performance metrics (KPIs) like burn rate or cash flow, Carta collects and normalizes industry specific KPIs for each company. For example, a SaaS company profile would show their annualized recurring revenue while a consumer app might offer insight into their monthly active users.<\/p>\r\n\r\n\r\n\r\n<p>You can also see your firm\u2019s percentage ownership, financing history, and financials.<\/p>\r\n\r\n<figure class=\"aligncenter\"><br \/><img src=\"https:\/\/lh4.googleusercontent.com\/ulGu9hwWE6g-oLz5qjGbmY9Bpio4wDm6DRw8-k2w7uI66eBas17Ry45BL0UPSN0uYDjBW5QEHCKKKuFuu50IbE-hKV_IxuWCQ-yoajEF0R6e8FHiugiIZzoGlD8hO4qMe0vDA_45\" alt=\"\" title=\"\"><\/figure>\r\n\r\n<p><br \/>With Portfolio Insights, you\u2019ll have <a href=\"https:\/\/www-staging.carta.com\/sg\/cap-table\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"With Portfolio Insights, you\u2019ll have cap table access for all your portfolio companies, whether or not they\u2019re on Carta. For your portfolio companies that are already on Carta, you\u2019ll be able access their cap tables based on the permissions they grant you. (opens in a new tab)\">cap table<\/a> access for all your portfolio companies, whether or not they\u2019re on Carta. For your portfolio companies that are already on Carta, you\u2019ll be able access their cap tables based on the permissions they grant you.<\/p>\r\n\r\n\r\n\r\n<p>If your portfolio companies are not on Carta, Carta will collect each company&#8217;s summary cap table by share class with rights and preferences. And you&#8217;ll get\u00a0a summary of your holdings.<\/p>\r\n\r\n\r\n\r\n<h3>Recent updates for early access customers<\/h3>\r\n\r\n\r\n\r\n<p>If you&#8217;re an early adopter, here are some of the latest improvements we\u2019ve made to Portfolio Insights:<\/p>\r\n\r\n\r\n\r\n<ul>\r\n<li><strong>Updated layout<\/strong> that works on all devices&#8211;and looks just as great on mobile web as it does on your laptop<\/li>\r\n<li><strong>Improved navigation<\/strong>\u00a0including portfolio sidebar that allows you to flip through different companies&#8217; data across a single set of metrics<\/li>\r\n<li><strong>New overview tab<\/strong> allows you to see highlights from each portfolio company<\/li>\r\n<li><strong>Clearer visualizations of financials and key metrics<\/strong>, so you can understand performance at a glance<\/li>\r\n<li><strong>Comprehensive data exports<\/strong> that allow you to export all data and metrics for one or many portfolio companies<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3>Make better investment decisions<\/h3>\r\n\r\n\r\n\r\n<p>Help us shape the future of <a href=\"https:\/\/www-staging.carta.com\/sg\/investor\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Help us shape the future of VC portfolio management. We\u2019ll share more updates and improvements in 2019, but in the meantime If you have feedback or want to start using Portfolio Insights, reach out to our team. (opens in a new tab)\">VC portfolio management<\/a>. We\u2019ll share more updates and improvements in 2019, but in the meantime If you have feedback or want to start using Portfolio Insights, <a href=\"mailto:is-sales@carta.com\">reach out to our team<\/a>.<\/p>\r\n\r\n\r\n\r\n<p class=\"has-small-font-size\">DISCLOSURE: This communication is on behalf of eShares Inc., d\/b\/a Carta Inc. (&#8220;Carta&#8221;). This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.<\/p>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>","protected":false},"excerpt":{"rendered":"<p>Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible\u2014especially when each company&#8217;s data is in a different format.<\/p>\n","protected":false},"author":54,"featured_media":3069,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[5,23],"acf":[],"_links":{"self":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts\/1477"}],"collection":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/users\/54"}],"replies":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/comments?post=1477"}],"version-history":[{"count":0,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts\/1477\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/media\/3069"}],"wp:attachment":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/media?parent=1477"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/categories?post=1477"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/tags?post=1477"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}