Manage your entire portfolio from a central dashboard, regardless of whether your companies are on Carta. View cap tables, track KPI metrics, and get real-time financials.Join Carta for Investors
We make it simple to track portfolio performance. Leverage real-time reporting and analytics to make smarter investment decisions.
Manage LPs through Carta. Our platform simplifies issuing capital calls, tracking distributions, and sharing documents.
Our world-class valuation software makes it easy to perform ASC 820 valuations for your entire portfolio.
We build out your entire portfolio so you can manage your online and offline companies in one place, regardless of whether your companies use Carta for cap table managament.
Understand your fund's performance at a glance. Your dashboards clearly display valuable data like total investment value, investment pace, and cost by sector.
Manage communication with limited partners, safely share documents, and provide K-1s through a secure, encrypted portal. Don't waste another minute chasing down LPs over email.
Issue capital calls directly through our platform so you don't have to worry about moving money. With Carta, you always know the status and balance for each limited partner.
Use our best-in-class valuations software to perform ASC 820 valuations for your entire portfolio. Leveraging software eliminates the margin for error and ensures compliance.
Regardless of whether they are on Carta, we help you collect and organize KPI data for each of your portfolio companies to provide a comprehensive performance overview for your entire portfolio.
For portfolio companies still issuing paper stock certificates, we convert them to electronic certificates and upload everything into Carta. Now you can see all your investments in one place.
All paper certificates are stored securely in a temperature controlled, earthquake and fire-resistant vault.
With Carta, you can manage investments and investors all in one place.
Gain insights into your most important investments and co-investors.
Portfolio companies can circulate closing documents, collect signatures, and receive your funds.
All your funds are organized in one place, making it easy to access information.
View your portfolio company cap tables and accept electronic securities on Carta.
Export templates to model waterfall scenarios, pro-formas, and more.
Organize and execute capital calls to your LPs and funds through the Carta platform.