Data Warehouse Refresh Cadence

An outline of the temporality and refresh schedule for each dataset

Data Warehouse Refresh Cadence

This page documents how frequently each table in the Carta Data Warehouse is updated.

Refresh Schedule Overview

CadenceHow it works
Every 10 minutesTables that automatically refresh as upstream data changes.
Noon ET dailyTables rebuilt once per day.

Table Refresh Cadence

Fund & Portfolio Performance

TableRefresh Cadence
Aggregate Fund MetricsEvery 10 minutes
Aggregate InvestmentsEvery 10 minutes
Aggregate Investments HistoryEvery 10 minutes
Fund Cohort Deployment VelocityNoon ET daily
Fund Ops Benchmarks V2Every 10 minutes
FundsEvery 10 minutes
Statement Of OpsEvery 10 minutes
Temporal Deal IRREvery 10 minutes
Temporal Fund Cohort BenchmarksNoon ET daily

Valuations

TableRefresh Cadence
Fund Holdings ValueEvery 10 minutes
Holdings ValueEvery 10 minutes
Portfolio ValuationsEvery 10 minutes
Portfolio Valuations HistoryEvery 10 minutes
Waterfall ModelingEvery 10 minutes
Waterfall Modeling HistoryEvery 10 minutes

Capital Activity & Cash Flows

TableRefresh Cadence
Capital ActivitiesEvery 10 minutes
Capital Activity Partner RowsEvery 10 minutes
Capital Activity Row Journal EntriesEvery 10 minutes

Loan Operations

TableRefresh Cadence
AdvanceEvery 10 minutes
LoanEvery 10 minutes
Payment ApplicationEvery 10 minutes
Payment ObligationEvery 10 minutes
Tranche ContributionEvery 10 minutes

Accounting & General Ledger

TableRefresh Cadence
AllocationsEvery 10 minutes
Journal EntriesEvery 10 minutes
Monthly NAV CalculationsEvery 10 minutes

LP & Partner Data

TableRefresh Cadence
LP Closing Contact StatusesEvery 10 minutes
Partner Address Changes AuditEvery 10 minutes
Partner DataEvery 10 minutes
Partner Monthly NAV CalculationsEvery 10 minutes

Portfolio Companies & Ownership

TableRefresh Cadence
Company FinancialsEvery 10 minutes
Corporation Basic InfoEvery 10 minutes
Corporation Basic Info V2Every 10 minutes
Corporation Entity LinksEvery 10 minutes
Corporation Entity Links V2Every 10 minutes
Financing HistoryEvery 10 minutes
Fund Corporation OwnershipEvery 10 minutes
IRC 409A ValueEvery 10 minutes
Portfolio EventsEvery 10 minutes
Portfolio NotesEvery 10 minutes
Summary Cap TableEvery 10 minutes

Document Intelligence

TableRefresh Cadence
Document AI DocumentEvery 10 minutes
Document AI ExtractionEvery 10 minutes
Document AI SPAEvery 10 minutes
Document AI SPA IssuerEvery 10 minutes
Document AI SPA PurchaserEvery 10 minutes
Document AI SPA SeriesEvery 10 minutes

Notes

  • Every 10 minutes tables refresh automatically as upstream data changes. Actual refresh time may be slightly longer during periods of high load.
  • Noon ET daily tables are rebuilt once per day. The last_refreshed_at column on each table reflects the exact time of the most recent refresh.
  • For the most current data availability on any table, check the last_refreshed_at timestamp column included in every table.

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