Data Collection
Portfolio data, collected and connected.
Automate collection. Accelerate insights.
Intelligent portfolio monitoring
Make data-informed decisions with a complete view into your investments.
Connected portfolio analysis
Eliminate manual data transfers to focus on strategic fund analysis.
Confident stakeholder reporting
Streamline internal and external audits with full access to data history.
Transform static files into actionable insights
Skip the spreadsheets, emails, and templates. Get deeper portfolio insights with AI-enabled file extraction.
Automate data collection
Unlock strategic insights
Generate audit-ready reporting
Trusted with over 9k funds and SPVs
Carta’s platform has been essential for managing relationships with limited partners. When LPs come to us and ask us questions, we can help them, but usually the answer is already in their Carta portal.
Related resources
- Article
What is a tear sheet?
Get to know this important LP resource, learn how to create one, and download an example tear sheet.
- Article
The Venture Playbook
Learn the ins and outs of fund management—from launching your firm to supporting your portcos.
- Article
Building a fund strategy
Portfolio construction is your fund's roadmap. Learn what to include and how to build your first strategy.
- Collections
Carta Classroom
Discover education resources on the basics of private equity and venture—from metrics to legal structures.
Change Agents Briefing
FAQs
You have questions, we have resources and answers.
Every portfolio company, fully visible.
![[Reusable Media] | Fund Management | Banner Option 4](/_next/image/?url=https%3A%2F%2Fimages.ctfassets.net%2Fy88td1zx1ufe%2F3heN5nSbjZNlAUYnmDG50r%2F231147ef3d62e43aeb7ec2cf82c72d5b%2FFA-Banner-image-4.jpg&w=3840&q=75)