We’ll digitize your certificates and make Carta the single source of truth for your portfolio, for free. Upgrade for fund administration, data collection with your portfolio companies, ASC 820 valuations, and more.Join Carta for Investors
Send Carta your paper certificates for digitizing and safekeeping in our vault, and track your portfolio for free.
Upgrade to premium for fund administration, portfolio insights and document sharing with your portfolio companies and LPs, ASC 820 valuations, and more.
Eliminate the risk of certificates being lost or stolen. We hold certificates on your behalf in our fire resistant vault.
After you sign up for Carta, an onboarding manager will make it easy for you to send us your certificates. We’ll then digitize your certificates, and ensure your portfolio information is up to date on the Carta platform.
Digitized paper certificates and inventory report.
See all your investments in one centralized dashboard.
Share and accept securities and documents from your portfolio companies who also use Carta, without leaving the platform.
When your portfolio companies use Carta Boardroom and you are a board member, it's easy to comment on board materials, see the agenda for your next meeting, and provide board approvals for executive hires, grants, valuations, and board minutes.
We help you collect and organize key performance data for each of your portfolio companies, whether or not they use Carta. You’ll then see a comprehensive performance overview for your portfolio.
Understand your fund and portfolio companies’ performance at a glance from anywhere. Dashboards give you access to real-time data like recurring revenue, EBITDA, margin, and headcount on your phone.
Our experienced team and Carta’s technology deliver full-service fund accounting and administration, all with real-time data. Maintain your general ledger and other accounting statements, get portfolio analytics including deal IRRs and cash management, distribute quarterly investor reports, and coordinate with third-party tax and payroll providers. Carta finds and corrects errors and becomes your source of truth.
Our experts can help you plan how funds will be allocated so you can manage cash effectively.
Manage communications with your investors using our secure and encrypted portal. Safely share capital statements, issue financials, and distribute tax documents.
Issue capital calls and distributions directly through our platform. With Carta, you’re able to better track investors’ capital accounts.
Our team of analysts have performed thousands of valuations.
Our software eliminates the margin for error and ensures compliance.