SPV Management

Form, close, and manage your SPV from end-to-end

From formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for every investor.

Get started View pricing & plans
From flexibility in asset types to support for a variety of fee and carry structures and customizable add-ons, tailor your SPV to fit your needs.
  • Form institutional SPVs
    Delaware LLC or LP
  • Raise capital anywhere
    U.S., offshore, and international SPVs
  • Access customizable add-ons
    Reporting periods, side letters, carry structures
Benefit - SPV - Choose your foundation | US & UK
Experience implementation guidance at every step, from account setup to investor compliance checks and integrated closings.
  • Personalized onboarding team
    Setup, demo walkthroughs, 1:1 sessions
  • Guided in-app formation process
    Formation filings, legal docs, banking setup
  • Smooth subdoc experience
    Sign documents, track status, AML/KYC
Benefit - SPV - Streamline your SPV | US & UK
Spend less time on admin and more time investing, with one platform to help you call capital, track performance, and manage taxes.
  • Full-stack fund administration
    Real-time SOI, investment insights, LP Portal
  • Premier support from an experienced team
    Financials, capital activity, treasury services
  • End-of-year readiness and resources
    Tax filings, audit support, add-on tax services
Benefit - SPV - Scale with ease | US & UK

See SPVs in action

Watch how you can easily form your SPVs in just a few clicks. 

Unlock a seamless tax season with your fund accounting and taxes in one place.

Explore Fund Tax

The all-inclusive platform for SPVs

Focus more time on investing with solutions designed to handle the admin work for you.
Carta Closings
Experience a smooth in-app closing with guided subdocs and investor support.
Dedicated LP portal
Enable investors to securely sign subdocs, fulfill capital calls, and view documents.
AML/KYC services
Promote compliance by vetting your LPs and assessing investor identity risk.
Comprehensive tax services
Easily receive accurate, year-end tax filings for you and your LPs.

Trusted with over 8,500 funds and SPVs

Caducedus Capital bw | Use for FA Product Page Only Capri Ventures | Use for FA Product Page OnlyHigh Cirlce Ventures VC bw | Use for FA Product Page OnlyImpact bw | Use for FA Product Page OnlyM13 logo bw | Use for FA Product Page OnlyNLVC logo bw | Use for FA Product Page Only
customer portrait
High Circle Ventures could not have grown exponentially in just six or seven months if it hadn’t been for the Carta platform. The platform is very intuitive and user friendly.
Hemanth Gollar
Founder, High Circle Ventures

Related resources

What is an SPV?

Understand the ins and outs of special purpose vehicles (SPVs).

SPV structures

SPVs unlock a ton of benefits. Which one is right for you?

Year-end SPV taxes

Learn how Carta can help with your SPV tax preparation and filing.

Carta Classroom

Discover education resources on the basics of private equity and venture.

FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access this product?

No, you access this product even if you aren’t on the Carta Fund Administration platform. 

View plans and pricing here .

What is included with institutional SPVs?

Institutional SPVs are formed as a Delaware LLC or LP entity with you as the Manager/General Partner. Carta will work with you and a registered agent to obtain your EIN and form your SPV. 

Carta will also take care of your filing fee, first-year registered agent fee, and annual franchise tax and registered agent fees for as long as you’re on the platform. You can also access quarterly reporting, tax preparation, audit support, and other add-ons for an additional cost.

Learn more about the scope of service here .

What audit support is offered with SPVs?

Audit support is available as an add-on service. With audit support, you can complete audit notes and financial statements directly on the platform. Carta will also provide your auditor with books, records, and any necessary supporting documentation.

You can view a sample of the audited financial reporting package here .

How does Carta Closings work?

Prospective LPs are invited to log in or create a Carta account. Once signed in, they'll be directed to sign subs docs and complete the closing process. GPs will then be notified to countersign, with the option to send their first capital call automatically.

What tax services and support are offered with SPVs?

Carta will provide books, records, and supporting documentation to your tax preparer in addition to distributing K-1s prepared by your tax provider to your LPs through the Carta platform.

To streamline your SPV administration, Carta now offers SPV tax preparation as an additional service delivering Form 1065 tax returns, Schedule K-1s, and additional state returns. Learn more here .

* DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.

Please refer to important disclosures found here.

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