Carta fund formations
Form your fund with Carta
Spend more time planning your investments and less time dealing with administrative logistics. When you form a fund with Carta, we help you set up an institutional-grade fund and support you through your first capital call.
Build a fund efficiently and seamlessly
What does carta offer?
Turnkey solutions for fund formation
Formation and closing services
Carta helps you to form the fund, GP entity, and management company; helps you to open a bank account; onboards your investors; and runs the initial capital call for your fund. For legal documents², do basic customizations in-app or connect with one of our legal partners to fully customize.
Pre-close advisory and vendor partnerships
Our formations offering includes pre-close advisory and vendor partnerships. Work with our pre-close services team for operational planning and advisory support to set up your fund the right way. Get introductions to top-tier banking, law, and tax partners.
Integrated with the Carta ecosystem
If you choose to work with Carta for fund administration, our fund formation and pre-close services are included³ and your fund and documents will already be integrated into the platform.
TRUSTED BY our customers
Get Carta fund formation services
1 Entities are formed in the state of Delaware.
2 We are not providing legal or financial advice and recommend that you consult a licensed attorney and tax and financial professionals. Carta provides industry standard LPAs, Operating Agreements, subscription agreements, and more that you can customize.
3 Amounts paid for fund formation services will be credited to your first year of fund admin fees, if purchased within 12 months.
This communication is being sent on behalf of Carta Investor Services, Inc. (“Carta”), an affiliate of eShares, Inc. dba Carta, Inc., and is not to be construed as legal, financial or tax advice; it is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Neither Carta nor Carta, Inc. assumes any liability for reliance on the information provided herein.