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.

Why carta?

Build a fund efficiently and seamlessly

Efficient formations

Carta helps you to form the fund entities, find a registered agent¹, and obtain a tax ID. Customize and send your legal docs in-app². Eliminate costly back-and-forth.

Professional support at every step

Manage accounting and taxes with our experienced fund admin team and tax partners. Work with our pre-close advisory services team to guide your formation.

From formation to administration

We can seamlessly support your full fund lifecycle from formation through administration. If you work with Carta for fund admin, your formation is included.³

Fund Formations 1

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

Carta’s Pre-Close Services Team provided the operational expertise that so many emerging managers need while building their funds. They gave me so much confidence in being able to grow the fund beyond Fund 1. The level of detail their team was able to provide was incredible. This is what separates Carta from everyone else.

Marcus Stroud, Managing Partner,
TXV Partners

From the blog

Form your fund with Carta

Forming a fund shouldn’t be hard. Check out how we’ve streamlined fund formations and made it simpler. Launch your fund with Carta.

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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.