Distributions
Easy, accurate distributions
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.
Skip the spreadsheet
Ditch fragmented systems
Access payouts instantly
Know where your payouts flow by connecting distribution and waterfall models.
Related resources
- Webinar
Distribution modeling
Discover how your fund can streamline operations in this demo.
- Data
PE Ownership Trends
See the progress PE has made toward expanding employee ownership.
- Article
Waterfall modeling guide
Learn everything you need to know about simple and complex waterfalls.
- Collections
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.
Easy, error-free distributions
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