VENTURE CAPITAL FUND ADMINISTRATION

Experienced team, real-time data

Up-to-date fund metrics, like deal IRR, any time. Carta combines best-in-class service and technology, so you can stop worrying about your back office and focus on deals.

WHY CARTA?

The future of fund administration


Real-time deal IRR

Don’t wait for quarterly updates. Carta’s fund dashboard has up-to-date metrics whenever you need them.

Experienced fund accountants

Our team will partner with you to administer your back office and maintain your general ledger.

All in one place

Securely share information with your LPs and portfolio companies, in the same place you manage your fund.

REAL-TIME DASHBOARD

Up to date metrics, like deal IRR

Make more accurate decisions

Stop waiting for a quarterly spreadsheet, and get real-time updates on deal IRR. Access your general ledger or other accounting statements anytime. You can even see how your fund performance compares to the S&P 500.

Excellent service & experienced team

Partner with our experienced fund admin team to administer your back office. When you have questions, your dedicated fund administration team can help.

LIMITED PARTNER PORTAL

Streamline investor relations

Issue capital calls and distributions

Our team will send capital calls as well as calculate and manage distributions. You can track each commitment and see details like status, email, and issuer.

Share documents with your investors

The LP portal makes it easy to securely share documents with investors. Let our team manages the paperwork, like distributing K-1s.

YOUR FUND ADMINISTRATORS

Meet the fund admin team

Carta’s dedicated team of fund administrators will partner with you to help you meet your goals. Our software helps automate the monotonous, time-consuming tasks that distract other firms, so our team can focus on strategic support.

Kristina is an expert in applying best in class practices to venture capital funds of all sizes. She has over 10 years of experience working in fund administration. She is a Certified Management Accountant and a member of the Institute of Management Accountants.

Kristina Dayback

Director of Fund Administration

Learn more

https://www.linkedin.com/in/kristina-dayback-cma-3081863b/

With over 10 years of experience in the venture capital administration field, Andrew provides CFO level services and back-office support to venture capital funds. Andrew has worked with well over 500 funds of all different sizes, strategies, and needs.

Andrew Brown

Director of Fund Administration

Learn more

https://www.linkedin.com/in/andrew-brown-6145a454/

JOIN CARTA

Get Carta fund admin


eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

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