CARTA investor services
Premium fund accounting meets tech-enabled platform
Carta’s superior platform enables superior firm management and our team of experienced fund accountants streamlines your back office. Access our full-service fund administration, LP management, ASC 820 valuations, capital call lines of credit, SPV formation and admin, quarterly or annual reporting, audit and tax support, and portfolio insights. All with a trusted, flexible, tech-forward platform that adapts to your firm.
Why choose Carta for fund management?
INVESTORS ON CARTA
Trusted by over 500 firms representing over $20B in assets
INSTITUTIONAL INVESTORS ON CartaX
Optimize your portfolio with greater access to liquidity and disclosure
Investors in the CartaX network have the opportunity to expand their investment options, streamline their portfolio management, and make informed decisions with standardized disclosure and reporting sourced directly from the issuer.
Fund administration services
Full-service fund administration
Easily communicate with your LPs
ASC 820 VALUATIONS
Get audit-ready ASC 820 valuations
Evaluate investments all in one place
Evaluate investments in one place, with streamlined portfolio insights, we’ll collect cap tables and key data from all of your portfolio companies. Easily model exit scenarios for more investments and let Carta handle your data collection so you can work on deals.
Capital call lines of credit
Manage your liquidity more effectively
Special purpose vehicles
Form, onboard LPs, and administer your SPV with quickness and ease
Form your SPV with just a few clicks. Use our new subscription documents workflow to onboard investors with ease and fewer steps. Let our team manage your SPV and provide yearly reporting and audit support. Get off the ground quickly and we’ll take care of everything from start to finish.
ACCESS PORTFOLIO COMPANY CAP TABLES
Real-time portfolio company data
Model term sheets more quickly