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Streamline Your PE Operations with our new Firm Overview Dashboard "The quarterly valuation process is a manual, time-consuming chore." 👆 This PE CFO speaks for the group. Imagine if your valuations team, deal team, and CFO could all have the same bird’s-eye view across your fund’s holdings. With Carta’s Firm Overview dashboard, your firm can now: ✅ Access and manage portfolio company cap tables ✅ Run updated valuations using each company’s latest cap table and waterfall ✅ View summary valuations and performance metrics for each portco ✅ Increase visibility for account administrators through consolidated access This new dashboard has something for everyone 💡 ⏩ Valuations teams get automated, up-to-date data for valuations and faster quarterly reporting ⏩ Deal teams can run valuation scenarios to update quarterly marks, analyze exit events, and estimate payouts for management teams ⏩ Fund CFOs can access valuation data for timely and precise fund reporting ⏩ LPs will get their data requests faster now that you can easily track LP exposure across your portfolio in one click Learn more: https://lnkd.in/gUd6N9QC

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