Forecasting & Planning
for Venture Funds.
Unified platform for portfolio modeling, management & reporting.
Zero spreadsheets.
Multiple Use Cases
Fundraising. Deployment. Reporting.
Build portfolio construction models
Add actual deals & compare performance with plan
Strategize future rounds and optimize reserves
Model probabilistic exit scenarios
Gather insights to improve fund performance
Track and request portfolio company KPIs
Create LP-ready reports
Portfolio Construction.
Build a rock-solid construction model for your fundraise in minutes.
Market Benchmarks
Develop a construction strategy based on real-world datasets of round sizes & valuations.
![Portfolio Construction](https://tactyc.prod.cartastatic.com/construction_2023_1.png)
Precise Reserve Planning
Develop customized check size and reserve strategies based on types of investments.
![Portfolio Construction](https://tactyc.prod.cartastatic.com/construction_2023_2.png)
Flexible Waterfalls
Model European and American waterfalls with customizations in minutes.
![Portfolio Construction](https://tactyc.prod.cartastatic.com/construction_2023_3.png)
Impress LPs
Share your construction model with LPs with a visually engaging dashboard
![Portfolio Construction](https://tactyc.prod.cartastatic.com/construction_2023_5.png)
Portfolio Forecasting & Planning.
Plan reserve deployment and exit scenarios with a live forecast of your active portfolio.
Compare Actual Performance vs. Plan
Find course-correction strategies to improve portfolio's performance.
![Portfolio Construction](https://tactyc.prod.cartastatic.com/forecasting_2023_1.png)
Round Modeling & Returns Analysis
Easily model and set reserves by deal for future rounds to evaluate dilution and return impacts.
![ProRata](https://tactyc.prod.cartastatic.com/forecasting_2023_2.png)
Investment Scenario Analysis
Model upside and downside exit scenarios for each deal by setting probabilities for exit outcomes.
![Design](https://tactyc.prod.cartastatic.com/forecasting_2023_5.png)
Fund Scenario Analysis
Evaluate fund upside and downside scenarios based on scenarios defined for each deal.
![Design](https://tactyc.prod.cartastatic.com/forecasting_2023_4.png)
Market Intelligence
Build forecasts based on market intelligence and transaction comps from real-time market data.
![Design](https://tactyc.prod.cartastatic.com/comps_company.gif)
Cash Planning
Estimate cash flow and liquidity needs and model line of credit drawdowns.
![Capital Need](https://tactyc.prod.cartastatic.com/forecasting_6.png)
Reserve Optimization
Allocate reserves towards companies with the highest upside potential and lowest downside risk.
![Portfolio Construction](https://tactyc.prod.cartastatic.com/forecasting_2023_9.png)
Liquidation Preferences and Partial Exits
Easily analyze impact of liquidation preferences and model partial exits.
![Design](https://tactyc.prod.cartastatic.com/forecasting_10.png)
Portfolio Management & Reporting.
Organize and track portfolio company KPIs and deal documents.
Track Portfolio Company KPIs
Flexible interface to track and request quantitative or qualitative KPIs directly from portfolio companies.
![track-kpis](https://tactyc.prod.cartastatic.com/kpi-dashboard-2.png)
Portfolio Insights in Seconds.
Filter and pivot on 70+ portfolio performance metrics to evaluate performance by geography, industry, co-investors, and more.
![multi-currency](https://tactyc.prod.cartastatic.com/geo-performance.png)
Multi-Currency Support
Track rounds in multiple currencies and automatically perform exchange rate conversions.
![multi-currency](https://tactyc.prod.cartastatic.com/management_2023_3.png)
Time Machine
Rollback the fund to any point in time to view historical performance.
![time-machine](https://tactyc.prod.cartastatic.com/time-machine.gif)
Intelligent Visualizations
Identify patterns and trends with interactive visualizations and charts.
![visualizations](https://tactyc.prod.cartastatic.com/cluster.png)
Enriched Reporting
Pre-built and customizable reports & tearsheets that enable 1-click external LP reporting.
![lp-reports](https://tactyc.prod.cartastatic.com/alphatech-tearsheet.png)
Schedule Demo
See Tactyc by Carta in action.
Book a Demo