Distributions

Easy, accurate distributions

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

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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

Distribution modeling

Discover how your fund can streamline operations in this demo.

PE Ownership Trends

See the progress PE has made toward expanding employee ownership.

Waterfall modeling guide

Learn everything you need to know about simple and complex waterfalls.

Carta Classroom

Discover resources for private equity teams—from analysts to CFOs.

FAQs

You have questions, we have resources and answers.

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.

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

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

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 .

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 .