Carta’s expert fund administrators partner with you to manage your back office, including quarterly reporting, compliance services, and end-of-year readiness.
LPs can quickly sign subscription docs, view investment-level performance, and receive vetted financial reports via a centralized platform.
Automated workflows and real-time status updates eliminate admin time, so you can spend more time focused on deals.
Stay ahead of your investments without waiting for quarterly updates. Carta’s fund dashboard shows up-to-date deal IRR, TVPI, gross returns, and overall fund performance.
Understand the impact of new investment terms, fundraising, and exits with Carta’s sensitivity and breakpoint analysis, payout and dilution modeling, and pro-forma cap tables.
Our team introduces you to tax and audit providers that are optimally suited to working with funds of your size, structure, and LP composition. We manage the year-end audit and tax timelines and answer your auditor’s questions and requests.
Get automated KYC checks so your fund stays audit-ready and assess investor risk with insights from AML experts.
Carta has been a game-changer for our fund. From the instant access to fund performance numbers to the incredibly responsive staff, Carta Fund Administration has allowed us to spend more time investing in companies, supporting founders, and engaging with our investors.