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§ Private Profile · San Francisco, CA, USA
Tactyc by Carta is a technology company.
Carta Fund Forecasting, originally Tactyc, provides a comprehensive software platform designed for private funds to manage and strategize their investments with data-driven precision. The system integrates capabilities for portfolio construction, scenario modeling, and financial forecasting, utilizing live market, general ledger, and cap table data to optimize returns. It offers dynamic insights on reserves and performance, alongside tools for in-depth analysis and custom reporting, enabling efficient capital deployment and strategic fund management.
Anubhav Srivastava founded Tactyc in 2019, identifying a critical gap in the private capital market where funds largely relied on static spreadsheets for complex investment planning. His insight was to develop specialized software that could move beyond these limitations, offering real-time analysis and robust forecasting capabilities to address the challenges fund managers faced post-deployment. This foundational vision led to the creation of a purpose-built solution.
The platform serves fund CFOs and General Partners within private capital and venture funds, providing them with a strategic edge in their decision-making. Carta Fund Forecasting's long-term vision centers on empowering these financial leaders with sophisticated, integrated tools that transform how they optimize capital deployment and enhance investor returns, moving the industry toward a more dynamic and insight-driven future.
Tactyc by Carta has raised $2.0M across 1 funding round.
Tactyc by Carta has raised $2.0M in total across 1 funding round.
Tactyc by Carta has raised $2.0M across 1 funding round. Most recently, it raised $2.0M Seed in November 2022.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Nov 1, 2022 | $2M Seed | MAC Venture Capital, Raaid Ahmad | Feenix Ventures, Ryan Shea | Announced |
Tactyc by Carta is a portfolio modeling, forecasting, and reporting platform designed for venture funds, now integrated into Carta following its acquisition in October 2024.[1][2][4][6] It provides fund CFOs and general partners (GPs) with real-time, data-driven insights for portfolio construction, capital allocation, scenario planning, and performance tracking, solving the limitations of spreadsheets and outdated tools in private fund management.[1][4][6] The product serves data-driven venture funds by enabling active forecasting of actual vs. planned performance, reserve strategies, exit scenarios, and over 80 performance metrics at fund and deal levels, while supporting LP reporting and deal management.[2][5][6]
Post-acquisition, Tactyc enhances Carta's suite for private capital, allowing seamless integration of portfolio company financials, cap tables, and general ledger data to empower better investment decisions and returns.[1][4] This positions it as the FP&A (financial planning and analysis) equivalent for private funds, addressing gaps in infrastructure for fund CFOs amid growing demands for sophisticated tools in venture capital.[4][6]
Tactyc was founded by Anubhav Srivastava, who serves as CEO, alongside key team members like Michelle and Shane, with a focus on bringing forecasting and planning software to private funds for the first time.[1][4] The idea emerged from the need to replace cumbersome spreadsheets with quantitative tools for portfolio construction, active forecasting, and management, as funds struggled with maintaining complex models for capital allocation, reserves, and performance insights.[4][6]
Early traction built through customer demand, particularly from Carta's fund managers who requested integration of Carta's data with Tactyc's modeling capabilities, highlighting its effectiveness in scaling venture fund operations.[4] Carta acquired Tactyc in October 2024, integrating it into its platform that supports nearly 7,000 funds and $130B in assets under management, marking a pivotal moment to unify financial intelligence for private capital stakeholders.[1][3][4]
Tactyc rides the trend toward data-driven private capital infrastructure, where venture funds demand real-time FP&A tools amid rising complexity in capital deployment, LP expectations, and portfolio scale.[1][4] Timing aligns with Carta's evolution since 2018 to consolidate fragmented tools into a unified suite, filling gaps left by public market CFO software not suited for illiquid private assets.[1][4]
Market forces like increasing fund sizes ($130B+ AUM via Carta), AI-powered automation (e.g., Carta's prior Accelex acquisition), and demands for transparency favor Tactyc's quantitative edge.[1][4] It influences the ecosystem by empowering 7,000+ funds to make precise decisions, boosting returns, and standardizing practices—potentially expanding to private equity and beyond, accelerating the "renaissance" in private fund CFO tools.[4][6]
Tactyc by Carta will evolve into a broader integrated FP&A suite for private funds, starting with direct data feeds for venture customers and expanding to management budgeting, more fund types, and advanced features like AI-enhanced modeling.[4] Trends such as real-time analytics, regulatory pressures for transparency, and LP demands for performance insights will propel its growth, especially as private capital AUM swells.[1][4]
Its influence may grow by setting standards for fund operations, drawing more Carta ecosystem users (40,000+ companies), and enabling GPs to outperform via predictive tools—ultimately transforming how private funds strategize from construction to exit, building on its post-acquisition momentum.[1][4][6]
Tactyc by Carta has raised $2.0M in total across 1 funding round.
Tactyc by Carta's investors include MaC Venture Capital, Raaid Ahmad, Feenix Ventures, Ryan Shea.