Tactyc by Carta
- Company typePrivate
- Founded2022
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Tactyc by Carta firmographics
Firmographics- Name
- Tactyc by Carta
- Legal name
- eShares, Inc. DBA Carta, Inc.
- Website
- https://tactyc.io
- Company type
- Private
- Founded year
- 2022
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Tactyc by Carta industry classification
Industry- Product category
- Venture Capital Fund Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital/Robo Financial Planning (FSAEAAAK)
Keywords
Where Tactyc by Carta is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tactyc by Carta business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Subscription-based SaaS revenue model for venture capital fund forecasting and portfolio management platform. The platform is offered as Carta Fund Forecasting, integrated into Carta's fund management suite.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with custom pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Tactyc by Carta product offering
Product offeringCore offering
Tactyc by Carta provides a unified SaaS platform (Carta Fund Forecasting) that enables venture capital fund managers to build portfolio construction models, run real-time fund forecasting, perform scenario analysis on exits and reserves, track portfolio company KPIs, and produce LP-ready reports in one place. The platform directly integrates with Carta's cap table and fund GL data for real-time synchronization, replacing manual spreadsheet-based fund management for VC funds of all sizes.
Product overview
Tactyc by Carta is a unified SaaS platform providing venture capital fund forecasting and planning solutions. The core product, Carta Fund Forecasting, integrates three main modules: Portfolio Construction (building fundraise models with market benchmarks, cap table integration, waterfall modeling, and LP dashboards), Portfolio Forecasting & Planning (live forecasting, scenario analysis, exit modeling, reserve optimization), and Portfolio Management & Reporting (KPI tracking, multi-currency support, time machine historical views, LP-ready reports). The platform consolidates fund models, deal records, and company KPIs in one place, replacing manual spreadsheet-based capital management for VC funds.
Differentiator
Problem solved
Functional benefit
Products and services
- Carta Fund Forecasting (formerly Tactyc) Unified SaaS platform for venture capital fund portfolio modeling, management, and reporting. Provides portfolio construction, forecasting, scenario analysis, reserve optimization, KPI tracking, multi-currency support, and LP-ready reporting capabilities for VC funds looking to replace spreadsheet-based capital management.
Quantifiable outcome
- Migrated capital management away from manual spreadsheets, saving hours in Excel per fund cycle
- +2 more outcomes
Companies that use Tactyc by Carta
Customer profileNamed customers10 records
Segments1 record
Ideal customer profiles1 record
Tactyc by Carta technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature10 records
Tactyc by Carta partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Tactyc by Carta competitors and assessment
Company assessmentDirect peers
- Juniper Square: Juniper Square provides fund management, investor reporting, and portfolio tracking software for VC, PE, and real estate funds. It is the most direct head-to-head competitor to Tactyc in portfolio construction and LP reporting for venture managers.
- Allvue Systems: Allvue offers fund accounting, investor accounting, and portfolio management software for alternative investment managers including VC and PE funds. It competes on the fund administration and reporting workflows that Tactyc also targets.
- eFront (BlackRock): eFront, part of BlackRock, provides end-to-end alternative investment management software covering portfolio monitoring, fundraising, and investor relations for PE, VC, and infrastructure managers. It is a deep functional competitor in fund forecasting and reporting.
- DealCloud: DealCloud offers deal origination, relationship management, and pipeline tracking software tailored to PE, VC, and other alternative investment firms. It is comparable in serving the operational and forecasting needs of VC fund managers.
Broad incumbents
- Carta: Carta is the parent company of Tactyc and the dominant cap table and equity management platform for private markets. Its fund administration and LP management suite overlaps with Tactyc's positioning, with Tactyc now embedded as Carta Fund Forecasting.
- SS&C Technologies (GlobeNewswire fund services): SS&C provides institutional investment management, fund administration, and reporting software used across alternatives including VC and PE. It is a broader incumbent offering competing workflows that overlap with Tactyc's portfolio reporting and LP services.
Emerging players
- Visible.vc: Visible.vc offers cap table management, investor updates, and fund reporting tools primarily for VC-backed startups and emerging managers. It overlaps with Tactyc on investor reporting and portfolio visibility for smaller VC funds.
- iCapital: iCapital operates a financial technology platform connecting advisors and investors to alternative investments including VC and PE funds. While more focused on investor access, it competes in fund data, reporting, and portfolio analytics adjacent to Tactyc.
- AngelList: AngelList provides venture fund operations, SPV management, and investor deal access tooling for emerging VC managers. It overlaps with Tactyc in fund launch support and LP workflows for smaller, newer venture funds.
Others
- Affinity: Affinity provides relationship intelligence and CRM software purpose-built for VC and PE firms. While not a direct portfolio forecasting competitor, it operates in the same VC tooling stack and increasingly expands into deal and pipeline analytics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Tactyc by Carta social profiles
Digital presenceTactyc by Carta financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tactyc by Carta leadership team
Management profileNumber of profiles
Tactyc by Carta funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tactyc by Carta M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tactyc by Carta
What does Tactyc by Carta do?
Tactyc by Carta provides a unified SaaS platform (Carta Fund Forecasting) that enables venture capital fund managers to build portfolio construction models, run real-time fund forecasting, perform scenario analysis on exits and reserves, track portfolio company KPIs, and produce LP-ready reports in one place. The platform directly integrates with Carta's cap table and fund GL data for real-time synchronization, replacing manual spreadsheet-based fund management for VC funds of all sizes.
Is Tactyc by Carta a public or private company?
Tactyc by Carta is a private company. It is classified as corporate owned and is currently acquired.
When was Tactyc by Carta founded?
Tactyc by Carta was founded in 2022. It employs 1 to 10 people.
Where is Tactyc by Carta based?
Tactyc by Carta is headquartered in San Francisco, United States, in the North America region.
How does Tactyc by Carta make money?
One revenue line is on record: saaS Subscription.
Who are Tactyc by Carta's main competitors?
Direct peers on record are Juniper Square, Allvue Systems, eFront (BlackRock) and DealCloud. Broad incumbents are Carta and SS&C Technologies (GlobeNewswire fund services). Emerging players are Visible.vc, iCapital and AngelList. Affinity is listed as an others.
Does Tactyc by Carta have an API?
No public API is recorded for Tactyc by Carta.
What industry is Tactyc by Carta in?
Tactyc by Carta's product category is Venture Capital Fund Management Software. Its primary akta.pro industry code is FSAEAAAK, Digital/Robo Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.