Drawn-out incorporation processes, messy LP closings, missing or inaccurate data: these are just some of the challenges you might have to contend with when forming and managing a special purpose vehicle (SPV). Even once your SPV is up and running, ongoing compliance obligations and reporting requirements take time out of an already busy schedule – time that could be spent investing.
That’s why Carta built an end-to-end solution for SPVs, allowing investors to call capital, track performance and manage taxes on a single platform. Now, we’re launching a premium offering for the UK, starting with a co-investment GP/LP SPV tailored to the needs of institutional investors.
Here’s how Carta drives accuracy and efficiency throughout the entire lifecycle of your SPV – from formation all the way to distribution.
Effortless setup and management
Don’t waste time switching between email, Excel and software tools. It’s now possible to administer every aspect of your UK SPV on Carta, from legal document creation and entity formation to registered agent services and bank account setup. With a streamlined platform designed to handle the paperwork for you, Carta is faster and more cost-effective than traditional providers.
Build a custom SPV package according to your needs, depending on how your SPV is configured and any additional services you require, such as tax and accounting preparation or FATCA/CRS reporting.
Professional investor onboarding
Carta simplifies the process of closing limited partners into your SPV, without sacrificing on security. We conduct KYC on all SPV stakeholders before onboarding them onto the platform, to manage risk effectively. Our in-app closing tools and dedicated LP experience allow investors to securely sign subdocs, fulfill capital calls and access important documents – all in one place.
What’s more, both you and your investors can benefit from hands-on support from a team of over 180 fund admin professionals. Unlike other SPV providers, Carta doesn’t charge unexpected fees for additional guidance.
Simplified compliance and reporting
Hard-to-track SPV status updates cause friction on both sides of the table. With Carta’s centralised platform, all the information you need is at your fingertips. Our GP portal allows you to access SPV information while controlling what data your LPs see.
By working with a single source of truth instead of multiple files or systems, you’ll be able to handle reporting and compliance obligations with ease. Our dedicated tax and audit experts can also support you with regulatory filings, anti-money laundering compliance and audit guidance.
The end-to-end SPV solution
As a premium provider trusted with over 6000 SPVs and more than 2000 funds globally, Carta is ideally positioned to support institutional investors in the UK. We combine powerful, efficiency-driving software and deep expertise to help you form, close and run your SPV with confidence.
DISCLOSURE: Carta provides formation, administration and related services in the UK to entities regulated by the UK Financial Conduct Authority (FCA), including Alternative Investment Fund Managers (AIFMs), investment firms, and other FCA authorised entities, as well as their appointed representatives acting as agents for FCA-authorised firms or, if permitted, foreign regulated firms with appropriate regulatory oversight.
Carta may engage with such potential clients as such entities are in the process of obtaining required regulatory approvals. However, certain services may be restricted or unavailable until appropriate authorisation is granted. Clients falling into this category will be referred to a law firm or other fiduciaries for certain services, including formation services.
Our services are not available to unregulated entities or individuals. Nothing on this website constitutes an offer, solicitation, or advice to unregulated parties.
This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.
Please refer to important disclosures found here.
© 2025 eShares, Inc. dba Carta, Inc. All rights reserved.
