carta-fund-forecasting

What problem does it solve?

Accessing Carta Fund Forecasting (Tactyc) fund performance and investment analytics data requires manual navigation of the web application, creating friction for fund managers and analysts who need quick, conversational access to key metrics like IRR, NAV, and per-investment returns.

Core Features & Use Cases

• Read-only fund analytics: Query fund-wide KPIs including TVPI, DPI, gross/net IRR, MOIC, NAV, committed/contributed/called capital, management fees, and waterfall proceeds.
• Per-investment insights: Retrieve per-portfolio-company metrics like MOIC, IRR, FMV, ownership percentage, holding period, round event details, and qualitative notes (CEO, commentary, board members).
• Construction & forecast data: Access existing fund construction plans, sector profiles, and follow-on configuration via read-only queries.
• Use Case: A fund administrator can ask "What's the current net IRR and NAV for Fund III?" or "Show me MOIC by company for the last 12 months" to get instant answers without exporting data from the web app.

Quick Start

Ask the carta-fund-forecasting skill for any fund performance metric, per-investment analytics, or construction plan data from your Carta Fund Forecasting account.