Distributions

Easy, accurate distributions

Run distributions at a faster pace. Manage calculations, tracking, and reporting from a single platform.

Streamlined distribution management

Optimize payouts
Ensure accuracy with integrated cap tables, waterfalls, and distributions.
Maintain transparency
Notify holders and display individual and historical distribution amounts.
Get automatic updates
See invested capital balances and preferred returns in real-time.

Distribute your time to strategy, not calculations

Save hours spent on manual cap table updates and complex payouts through automation.


Choose your allocation method —waterfall, pro rata, or custom distribution. Review details and eliminate manual updates with an automated system designed to provide accurate results every time.

From profits to tax distributions, manage everything in one place. Calculate and store every distribution type, maintain accurate records, and retrieve them easily on demand.

Build investor confidence by pulling current or historical data instantly, without having to run complicated models or search through dozens of files.

Know where your payouts flow by connecting distribution and waterfall models.

Discover Waterfall Modeling


FAQs

You have questions, we have resources and answers.
Do I need to be on Carta to run distributions?

Yes, your cap table needs to be on the Carta platform before you can get distributions, because your most up-to-date cap table is essential for the calculations.

Take an interactive tour here to learn more.

What types can I calculate?

You can easily calculate taxes, profits, exits, or dividend payments with your fund integrated on the Carta platform.

What allocation methods can I choose?

You can choose different allocation methods from waterfalls to pro ratas, or you can upload your own custom distribution rules.

Does Carta offer support for Private Equity firms?

Yes, Carta offers a customized, connected tool and dashboard designed for private equity firms, integrating directly with their portfolio companies' cap tables and waterfall models.

Learn more about private equity here .

What else do you offer PE Firms?

Carta offers comprehensive support for private equity firms by automating fund administration tasks with expert support for reporting, compliance, and year-end readiness.

Learn more about fund administration here .