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Carta for emerging managers

Emerging manager toolkit

At Carta, we’re here to help you navigate through your first time managing a fund. We’ve partnered with some of the most useful vendors to offer you valuable tools that help you manage your fund more efficiently.

What discounts do we offer?

We’ve partnered with Airtable, Affinity, and Amazon Web Services to help you get started with the most important tools you’ll need.

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Airtable

Create spreadsheets and databases the way you want to help manage your team’s workflow.

  • $500 credit for new or current clients
  • Visit Airtable.com/Carta to sign up
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AWS

Offset your fund administration cost with a cash credit from AWS in exchange for LP portal access.

  • Cash value of credit up to $15k annually
  • AWS credits available for portfolio companies
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Affinity

Relationship management platform to help you close deals faster.

  • First time fund managers get a discount rate of 40%
  • Leverage your network to raise capital and increase deal flow
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4Degrees

Eliminate data entry about relationships, LPs and deal flow, and get intelligence on your team's combined relationship network

  • First 3 months for free with an annual contract
  • Streamline your deal + relationship management workflows
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Preqin

Access the industry’s most comprehensive private capital datasets and tools to drive investment decisions.

Getting started with any of our partners is easy. Let us help you partner with the right vendors so you can start running your fund.

Questions? Have a partner you’d like to see in our toolkit? Contact investorpartners@carta.com.

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eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.