Experience fund admin at the intersection of world-class service and cutting-edge software, giving fund CFOs full visibility and control.
See how easy it is to track, transact and manage your fund from one dashboard.
In addition to a full tech stack, you can partner with a team of experienced fund accountants. The 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.As an add-on service, fund admin customers can access products and solutions such as fund tax, capital call lines, KYC/AML, and more.
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.
Once onboarded, LPs can quickly and securely access documents, fund-level performance data, and commitments—easily navigating between an investment overview and individual investment metrics.
LPs can also track total commitment, amount contributed, vintage year and net asset balance for a more granular view.
To see how the LP portal works, take an interactive tour .
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 .
You can sign up for a demo of the product here or take an interactive video tour to learn more about how Carta’s software and solutions works.