The end-to-end suite for fund management

From transactions to distributions, harness a unified suite of tools and services to run your fund with complete control.

Explore product suite

Built for CFOs. Enabled by experts.

Tech, where you need it most
Track, transact, and manage your entire portfolio—all in real time.
A team of experts, at your call
Partner with a dedicated team to run your entire fund accounting process.
Tools for strategic decisions
Deliver on-demand insights, timely K-1s, and fund performance data.

Meet the new standard
in fund administration

Accuracy. Clarity. Control. See the fund management suite in action.

Take an interactive tour

Go beyond the desk—run your fund on the go with the Carta Carry app.

Explore the app

Every operation. One fund suite.

Experience the industry's first fund software with event-based accounting at its core.
Fund Admin Portal
Access up-to-date net and deal IRR, gross returns, and overall fund performance.
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place.
Fund Formations
Form your fund, administer closings, and execute capital calls in six weeks.
Tactyc by Carta
Guide your fund’s strategy with data-driven precision.
ASC 820 Valuations
Receive accurate valuations for your investments through a trusted process.
Capital Call Line of Credit
Access capital outside your call cadence and never miss a funding opportunity.

An expert team, dedicated to your success.

Work with fund specialists to solve any problem, big or small.

Fund Ops ONLY | Service | "Commited LP Support" | US
Committed LP support
Bring peace of mind to your investors with a team dedicated to supporting and onboarding your LPs onto the platform.
Fund Ops ONLY | Service | "Real-time performance metrics"
Real-time performance metrics
Strengthen relationships and increase transparency by communicating up-to-date carry and fund performance.
Fund Ops Suite ONLY | Service | "Solutions API" | US
Ecosystem of solutions
Access a collection of APIs to seamlessly integrate your processes into one connected system.
Fund Ops ONLY | Service | "Commited LP Support" | US
Committed LP support
Bring peace of mind to your investors with a team dedicated to supporting and onboarding your LPs onto the platform.
Fund Ops ONLY | Service | "Real-time performance metrics"
Real-time performance metrics
Strengthen relationships and increase transparency by communicating up-to-date carry and fund performance.
Fund Ops Suite ONLY | Service | "Solutions API" | US
Ecosystem of solutions
Access a collection of APIs to seamlessly integrate your processes into one connected system.

Trusted by over 3,000 funds

Ani VC | Use for FA Product Page OnlyEmmerline logo bw | Use for FA Product Page OnlyHigh Cirlce Ventures VC bw | Use for FA Product Page OnlyKapor Capital logo bw | Use for FA Product Page OnlyOCA VC logo bw | Use for FA Product Page OnlyValor logo bw | Use for FA Product Page OnlyVectr logo bw | Use for FA Product Page Only
customer portrait
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Investment Accounting Manager, Kapor
customer portrait
The most interesting thing about Carta is both its professional services and software. It’s about the relationships you form with your account team. Their ability to be responsive and support us is super important.
Brian Carroll
Partner, M13
customer portrait
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they’ve gotten used to this, they wish more GPs operated this way. I think that’s going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC

FAQs

You have questions, we have resources and answers.
Does Carta offer products and services to support Private Equity?

Yes, Carta offers a unified suite of software and services for both venture capital and private equity firms at any stage, from fund administration to cap table management for all your portfolio companies.

Learn more about private equity solutions here .

What support and services are included with Fund Admin?

In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through. 

This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry.

What support does Carta offer for compliance?

Carta offers AML/KYC services to help your fund stay compliant, including investor validation, global sanctions checks, and ongoing investor due diligence screening.

What end-of-year services are provided?

Carta will draft and manage the year-end tax timeline, in addition to providing books, records, and supporting documents to your auditor and tax provider.

Available as an add-on service, Carta Fund Tax will prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed) with dedicated support as you need it. 

Learn more about Carta Fund Tax .

Where can I access a demo of the Fund Management Suite?

You can sign up for a demo of the suite here or take an interactive video tour to learn more about how Carta’s software and solutions works.