PRIVATE EQUITY PORTFOLIO MANAGEMENT
Carta works with Private Equity firms to manage their portfolio companies
With a central system to manage your entire portfolio, Carta allows you to keep tabs on each company, see cap tables in real-time, and view your consolidated portfolio — all from one place. Let us know how we can help you manage your portfolio.
How does Carta help you manage equity?
Centralized source of truth
With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.
Streamline your equity issuance
Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.
Preferred by stakeholders
Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.
Meet a few of our investors
Carta’s investors have helped us grow from our first customer to over 14,000 companies and 800,000 security holders. We are proud to have them with us as we map the global ownership network.
CARTA FOR INVESTORS
Manage your portfolio and back office on Carta
Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.
WORK WITH CARTA
See how Carta can help you streamline your portfolio operations.
Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.