Data Warehouse
Data Warehouse Refresh Cadence
This page documents how frequently each table in the Carta Data Warehouse is updated.
Refresh Schedule Overview
| Cadence | How it works |
|---|
| Every 10 minutes | Tables that automatically refresh as upstream data changes. |
| Noon ET daily | Tables rebuilt once per day. |
Table Refresh Cadence
| Table | Refresh Cadence |
|---|
| Aggregate Fund Metrics | Every 10 minutes |
| Aggregate Investments | Every 10 minutes |
| Aggregate Investments History | Every 10 minutes |
| Fund Cohort Deployment Velocity | Noon ET daily |
| Fund Ops Benchmarks V2 | Every 10 minutes |
| Funds | Every 10 minutes |
| Investment Tags | Every 10 minutes |
| Statement Of Ops | Every 10 minutes |
| Temporal Deal IRR | Every 10 minutes |
| Temporal Fund Cohort Benchmarks | Noon ET daily |
| Underlying Investments | Every 10 minutes |
| Underlying Investments History | Every 10 minutes |
Valuations
| Table | Refresh Cadence |
|---|
| Fund Holdings Value | Every 10 minutes |
| Holdings Value | Every 10 minutes |
| Portfolio Valuations | Every 10 minutes |
| Waterfall Modeling | Every 10 minutes |
Capital Activity & Cash Flows
| Table | Refresh Cadence |
|---|
| Capital Activities | Every 10 minutes |
| Capital Activity Partner Rows | Every 10 minutes |
| Capital Activity Row Journal Entries | Every 10 minutes |
| Management Fee Schedules | Every 10 minutes |
Loan Operations
| Table | Refresh Cadence |
|---|
| Advance | Every 10 minutes |
| Amendment | Every 10 minutes |
| Benchmark Rate | Every 10 minutes |
| Cash Transaction | Every 10 minutes |
| Company | Every 10 minutes |
| Custom Field | Every 10 minutes |
| Default Event | Every 10 minutes |
| Document | Every 10 minutes |
| Fee | Every 10 minutes |
| Instrument | Every 10 minutes |
| Interest Rate Period | Every 10 minutes |
| Interest Rate Term | Every 10 minutes |
| Lender Commitment | Every 10 minutes |
| Lender Payment Obligation | Every 10 minutes |
| Lender Position | Every 10 minutes |
| Loan | Every 10 minutes |
| Memo | Every 10 minutes |
| Payment Application | Every 10 minutes |
| Payment Obligation | Every 10 minutes |
| Prepayment Premium | Every 10 minutes |
| Simulation | Every 10 minutes |
| Simulation Payment Obligation | Every 10 minutes |
| Structure | Every 10 minutes |
| Task | Every 10 minutes |
| Tranche | Every 10 minutes |
| Tranche Contribution | Every 10 minutes |
| Transfer | Every 10 minutes |
| Transfer Allocation | Every 10 minutes |
Accounting & General Ledger
| Table | Refresh Cadence |
|---|
| Allocations | Every 10 minutes |
| Journal Entries | Every 10 minutes |
| Monthly NAV Calculations | Every 10 minutes |
LP & Partner Data
| Table | Refresh Cadence |
|---|
| LP Closing Contact Statuses | Every 10 minutes |
| Partner Address Changes Audit | Every 10 minutes |
| Partner Contacts | Every 10 minutes |
| Partner Data | Every 10 minutes |
| Partner Monthly NAV Calculations | Every 10 minutes |
Portfolio Companies & Ownership
| Table | Refresh Cadence |
|---|
| Company Financials | Every 10 minutes |
| Company Financials Latest | Every 10 minutes |
| Corporation Basic Info | Every 10 minutes |
| Corporation Basic Info V2 | Every 10 minutes |
| Corporation Entity Links | Every 10 minutes |
| Corporation Entity Links V2 | Every 10 minutes |
| Financing History | Every 10 minutes |
| Firm Corporation Holdings | Every 10 minutes |
| Firm Entity Archived Status | Every 10 minutes |
| Fund Corporation Ownership | Every 10 minutes |
| IRC 409A Value | Every 10 minutes |
| Portfolio Events | Every 10 minutes |
| Portfolio Notes | Every 10 minutes |
| Summary Cap Table | Every 10 minutes |
Document Intelligence
| Table | Refresh Cadence |
|---|
| Document AI Document | Every 10 minutes |
| Document AI Extraction | Every 10 minutes |
| Document AI NDA | Every 10 minutes |
| Document AI Record | Every 10 minutes |
| Document AI SPA | Every 10 minutes |
| Document AI SPA Issuer | Every 10 minutes |
| Document AI SPA Purchaser | Every 10 minutes |
| Document AI SPA Series | Every 10 minutes |
| Document Attribute Carta Law Work Item | Every 10 minutes |
LP Portfolio Analytics (LPPA)
| Table | Refresh Cadence |
|---|
| LPPA Documents | Every 10 minutes |
| LPPA Entity With Entity Metric | Every 10 minutes |
| LPPA Events | Every 10 minutes |
| LPPA Fund Underlying | Every 10 minutes |
| LPPA General Partners | Every 10 minutes |
| LPPA Linked Investors | Every 10 minutes |
| LPPA Metrics | Every 10 minutes |
| LPPA Securities | Every 10 minutes |
Valuations (continued)
| Table | Refresh Cadence |
|---|
| Profit Allocation Waterfall Config | Every 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.