Management Company Administration
Launch a command center for your firm’s finances
Gain firm-level clarity
See your complete financial picture and keep your firm in sync with one system built to handle the complexities of private capital.
- Connect complex workflows into one system
Budgeting, accounting, fund operations
- Clear intercompany balances in bulk
Balance tracking, intercompany transfers
- Easily allocate expenses
Expense splitting across entities, GL codes
Operate more efficiently
Streamline workflows from payments to reconciliation—and free up your team to find insights, refine plans, and optimize cash flow.
- Track your financial position in real time
Direct integrations with banks, Ramp cards
- Save time with connected payments
Native Bill Pay, linked journal entries
- Automate repetitive tasks
Event-based accounting, AI-enabled cash rec
Budget with confidence
Make more informed financial decisions and plans by turning granular budget details into a clear view of future months and quarters.
- Build a budget in minutes with forecasting
Past spend, fee schedule from LPAs
- Fine-tune your budget with precision
Actuals, spend analysis, in-line editing
- Strengthen your financial plans with full visibility
Cash flow analysis, version history, exports
Connect Ramp to Carta, and see expenses flow from card swipe to general ledger.
Bring precision to every financial decision
Close the loop between spend, revenue, and fund performance with a planning engine that connects your entire firm’s structure.
Expense allocations
Split expenses across entities and categorize by GL code.
Trusted by over 5,000 management companies and related entities
We used to spend days cross-referencing spreadsheets and chasing down financial details. With our management company on Carta, those tedious accounting tasks are automated, allowing us to focus on strategy instead of spending too much time in the back office.
Related resources
- Article
What’s next for ManCo?
Learn the ins-and-outs, why now, and what’s next for ManCo.
- Product Updates
Building Fund Admin
Get a look inside how Carta built a better way to administer funds.
- Article
Fund admin providers
Understand what matters most when choosing a fund administrator.
- Collections
Carta Classroom
Discover resources on the basics of private equity and venture.
FAQs
You have questions, we have resources and answers.
Take command of your firm’s finances
