CARTA FOR INVESTORS
Simplify how you manage your portfolio and back office
Carta’s all-in-one platform offers fund administration, portfolio data collection and sharing, LP management, ASC 820 valuations, and free certificate safekeeping.
INVESTORS ON CARTA
Spend less time managing your fund, and more time investing
Streamline your back office
Spend more time working with companies, and less time managing the details of equity, compliance, and accounting.
Manage investments securely
Accept securities and access cap tables from the 10,000+ companies on Carta, in the same place you manage your portfolio.
Access real-time data
See fund accounting and portfolio company performance data on a dashboard, no waiting for quarterly reports.
Portfolio access & certificate safekeeping
Send Carta your paper certificates for digitizing and safekeeping in our vault, and track your portfolio for free.
- Certificate safekeeping in our vault
- Digital copy of your certificates
Security holdings ledger
- Paper certificates digitized
- Complete inventory report
Carta network access
- Portfolio company cap table access and security acceptance
- Carta Boardroom access (if portfolio company is a Boardroom customer)
Onboarding and Support
- Onboarding manager
- Online support
Upgrade for more features & services
Upgrade to premium for fund administration, portfolio insights and document sharing with your portfolio companies and LPs, ASC 820 valuations, and more.
Portfolio management and insights
- Portfolio performance dashboard – available on mobile and web
- Securely request access to portfolio company performance data
- Full-service fund accounting and administration in real-time
- Cash management and reserve analysis
- Capital calls and distributions
- Securely share capital statements, financials, and tax documents
- ASC 820 valuations
- Trusted and experienced valuation professionals
CARTA FOR INVESTORS
Changing how venture capitalists work
Carta modernizes how investors manage and scale their funds. We currently manage more than $400 billion in equity and are trusted by thousands of investors. Plus over 10,000 private companies already manage equity with Carta, so collaborating and securely sharing information with your portfolio companies is simple.
SAFEKEEPING & CUSTODY
Send Carta your certificates for safekeeping
Stop storing certificates in your desk drawer. Send us your certificates for safekeeping for free or upgrade for custody services. We’ll then digitize your securities make sure your portfolio information is up to date on the Carta platform.
CARTA PORTFOLIO INSIGHTS
Track performance with our portfolio management tools
Carta helps you collect business and performance metrics from your portfolio companies, and track performance in our dashboard.
FUND ADMINISTRATION & ACCOUNTING
Rely on Carta for real-time fund admin
Carta is changing the fund administration business by combining exceptional service and technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management.
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.
LP MANAGEMENT SERVICES
Securely communicate with your LPs
Issue capital calls, share capital statements, and distribute tax documents to your investors directly through our platform.