The new standard in private equity
Introducing the first unified software suite built to give private equity fund CFOs unprecedented visibility and control.
Equity Management
Every cap table, connected.
Effortlessly track ownership, manage equity plans with different vesting schedules and distribution rules, and pull cap table reports. With your portfolio companies’ cap tables all on Carta, your data always stays up to date.
FUND & SPV ADMINISTRATION
Every fund event, centralized.
Gain an instant, accurate view into your portfolio’s performance. Through Carta’s event-based accounting platform, every fund event, document, and digit is finally trackable.
Waterfall Modeling
Every waterfall, customized.
Get auditable and transparent waterfall models without chasing spreadsheets. Carta’s proprietary modeling engine transforms complex distribution rules from legal docs to code, letting you model in minutes, not days.
The Executive Equity Report
Stay up to date on performance terms, vesting schedules, and grant benchmarks from across the PE landscape.