Your single source of truth for fund intelligence

Carta's Data Warehouse is the data backbone of our Fund Administration platform. It unifies your firm's most critical data—from fund performance and portfolio financials to partner capital accounts—into a single, queryable source. Move beyond static spreadsheets and unlock granular, dynamic insights to drive smarter investment decisions, enhance LP relations, and scale your operations.

Designed for firm operators

Our unified data source empowers key users within your organization to operate with clarity and confidence.

General Partners (GPs) can seamlessly blend performance metrics with portfolio data to create a holistic view of fund health and identify key value drivers.
CFOs and Finance Teams can automate reporting workflows, build custom dashboards, and create presentation content with a centralized data layer.
Analysts are free to perform sophisticated, multi-faceted SQL queries and analyses without the friction of integrating disparate data sources.

Unlock deeper insights

Go beyond standard dashboards and ask the complex questions that drive strategic value.

📈 Unify Fund Performance Analysis: Connect high-level metrics like TVPI, DPI, and IRR directly to the underlying investment and transactional data for a complete 360-degree view.
📊 Leverage Proprietary Benchmarks: Instantly compare your fund's investment pace and performance against anonymized, Carta proprietary benchmark cohorts defined by vintage and AUM.
🔬 Conduct Granular Portfolio Analysis: Analyze portfolio company financing rounds, valuations, and cap table structures to understand the drivers of growth and risk.
💰 Automate Stakeholder Reporting: Build custom, automated reports for LPs and GPs, combining partner data with capital accounts and fund performance.

Activate your data warehouse

Your data can be accessed in two powerful ways:

In-App Query Builder	Secure Data Sharing
Visually explore your unified data, build charts, and create custom dashboards directly within the Carta platform. Perfect for immediate insights and automating manual report generation.	Establish a direct, secure pipeline from Carta to your firm's private Snowflake instance. The ultimate flexibility for your team to use with BI tools such as Tableau and Power BI.
Live for all Carta Fund Administration customers	Reach out for access

Key Resources

Data dictionary A detailed dictionary of every table and column available in your warehouse.