Fund Management
The end-to-end suite for fund management
Built for CFOs. Enabled by experts.
Tech, where you need it most
Track, transact, and manage your entire portfolio—all in real time.
A team of experts, at your call
Partner with a dedicated team to run your entire fund accounting process.
Tools for strategic decisions
Deliver on-demand insights, timely K-1s, and fund performance data.
Meet the new standard in fund administration
Accuracy. Clarity. Control. See the fund management suite in action.
Go beyond the desk—run your fund on the go with the Carta Carry app.
Every operation. One fund suite.
Fund Admin Portal
Access up-to-date net and deal IRR, gross returns, and overall fund performance.
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place.
Fund Formations
Form your fund, administer closings, and execute capital calls in six weeks.
Fund Forecasting
Guide your fund’s strategy with data-driven precision.
Portfolio valuations
Centralize look-through level data collection, calculations, and reporting.
Management Companies
Run strategic financial operations with Management Company Administration.
An expert team, dedicated to your success.
Work with fund specialists to solve any problem, big or small.
Committed LP support
Bring peace of mind to your investors with a team dedicated to supporting and onboarding your LPs onto the platform.
Real-time performance metrics
Strengthen relationships and increase transparency by communicating up-to-date carry and fund performance.
Ecosystem of solutions
Access a collection of APIs to seamlessly integrate your processes into one connected system.
Trusted with over 9k funds and SPVs
- Alphaedison VC logo bw | Use for FA Product Page Only
- Ani VC | Use for FA Product Page Only
- Emmerline logo bw | Use for FA Product Page Only
- Imaginary Ventures Logo | PE
- Kapor Capital | Logo | Magna Pages
- Liquid 2 Ventures | Logo | Magna Pages
- Valor logo bw | Use for FA Product Page Only
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Director of Finance, Kapor Capital
The most interesting thing about Carta is both its professional services and software. It’s about the relationships you form with your account team. Their ability to be responsive and support us is super important.
Brian Carroll
Partner, M13
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they’ve gotten used to this, they wish more GPs operated this way. I think that’s going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC
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FAQs
You have questions, we have resources and answers.
Switching to Carta is fast and reliable—we provide committed onboarding timelines that you can rely on. We also minimize the administrative costs of changing providers by leveraging technology to pull data from your current tools.
Carta has comprehensive solutions for Venture Capital, Private Equity, and Private Credit funds.
In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through.
This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry.
Carta will draft and manage the year-end tax timeline, in addition to providing books, records, and supporting documents to your auditor and tax provider.
Available as an add-on service, Carta Fund Tax will prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed) with dedicated support as you need it.
Learn more about Carta Fund Tax.
You can sign up for a demo of the suite here or take an interactive video tour to learn more about how Carta’s software and solutions works.
The complete suite for fund management
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