CARTA FOR VENTURE CAPITAL
Manage your fund in one place
Carta’s all-in-one platform offers free tools to manage your portfolio. Upgrade for full-service fund administration, ASC 820 valuations, and LP management.
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INVESTORS ON CARTA
TRACK YOUR PORTFOLIO
Free dashboard to track your holdings
When your portfolio companies use Carta to manage their cap tables and issue electronic securities, you automatically get a free dashboard where you can track your holdings. Just accept your securities on Carta, and log in to see your dashboard.
ACCESS PORTFOLIO COMPANY CAP TABLES
Real-time portfolio company data
When a portfolio company issues you a security on Carta, you can request access to their cap table. You’ll then see details like cash raised, last preferred valuation, and your ownership percentage. If you’re a Carta customer, you can use Carta’s waterfall and round modeling tools when companies grant you cap table access.
VENTURE FUND ADMINISTRATION
Full-service fund administration
Carta fund administration combines exceptional service and real-time technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management. See real-time metrics like IRR on desktop or mobile, anytime.
ASC 820 VALUATIONS
Get audit-ready ASC 820 valuations
Carta’s team of analysts have performed thousands of valuations. Our team leverages best-in-class technology for increased accuracy and fast delivery. If you prefer to run your own valuation, we also offer a self-service ASC 820 tool that will guide you step by step.
Model term sheets more quickly
Carta offers sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables so you can understand the impacts of terms, fundraising, and exits. Plus, our visualizations look great on slides.