Smart. Scalable. Simple.
Standard ERP
For the early stages of fund formation and management
- Fund Administration
- GP Entity Administration
- LP Portal
- Closings
- LP KYC
- Reporting
- Data Warehouse
- Fund Forecasting
Advanced ERP
For running and reporting on your audited fund or funds
- Fund Administration
- GP Entity Administration
- LP Portal
- Closings
- LP KYC
- Reporting
- Data Warehouse
- Fund Forecasting
- CRM
- GP Carry Tracking
- Auditor Portal
- API Access
- Self-service Data Collection
- Self-service Portfolio Valuations
Customize your plan with powerful add-ons
Unlock greater operational efficiency with add-on services, available on any plan
Manco Admin
Unify firm accounting
- Bill pay with expense allocations
- Intercompany balance settlement
- Integrated budgeting engine
Fund Formations
Build and scale your fund
- Legal document generation
- Guided formations process
- 1:1 sessions with specialists
Fund Tax
Get fast, accurate returns
- 1:1 sessions with tax experts
- 1065, K-1s and other state filings
- Real-time status updates
Full-service Portfolio Valuations
Stay audit-ready
- Valuation Associate owns process
- Request edits to any report
- Receive support during an audit
Full-service Data Collection
Outsource data retrieval
- Data Collection team owns process
- Portco data validated by Carta
- Includes KPIs and custom tear sheets
Standard features
Powerful platform capabilities
Native AI functionality in every feature and every plan
AI co-pilot and agents embedded across every tool to automate workflows and surface insights
- Query data in natural language via an AI co-pilot or the Claude plugin
- AI powers complex workflows and automatically completes tasks
- 24/7 monitoring that spots and resolves errors, gaps, and discrepancies
- Agents configure bespoke experiences for you, your firm, and your fund
Banking integrations
Connect to your bank for unmatched accuracy
- Indirect and direct API
- Pull transactions and balances
- Custom duplication logic
Expense management
Track your financial position down to the transaction level
- Custom categorization rules
- Automatic expense allocations
- Ramp integration
Money movement
Consolidate wire approvals and increase transparency
- Capital calls, distributions, fees, and expenses
- In-app review and approval
- Live payment tracking
Visual accounting
A visual intelligence layer for your entire firm
- Operational and workflow data layers
- Valuation event impact tracing
- Real-time performance and carry data
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Investment Accounting Manager, Kapor
The most interesting thing about Carta is both its professional services and software. It’s about the relationships you form with your account team. Their ability to be responsive and support us is super important.
Brian Carroll
Partner, M13
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they've gotten used to this, they wish more GPs operated this way. I think that's going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC
1 / 1
Simple pricing, by the numbers
Eliminate guesswork, with clear pricing from the start.
Plan
Two plans: Standard ERP or Advanced ERP
Funds
Number of funds you're bringing to Carta
Add-on products
Customize your package with add-on products
Your price
FAQs
You have questions, we have resources and answers.
Let's connect
DISCLOSURE: This communication is on behalf of Carta Financial Technologies, LLC ("Carta Financial"), an affiliate of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only, and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta Financial offers capital call lines through a strategic partnership with Coastal Community Bank, a Member, FDIC ("Coastal"). If you are approved for a capital call line of credit, Coastal will be your lender. Carta Financial is not providing legal, financial, accounting, or tax advice or any other professional advice or service. Neither Carta nor Carta Financial assumes any liability for reliance on the information provided herein.
Coastal's obligation to provide a capital call line of credit to you will be subject to customary conditions, including but not limited to Coastal's satisfactory completion of due diligence on you, your general partner and your LPs, there being no material adverse change in your business/financial condition, and final, executed loan documents. Also, by submitting an application for a capital call line of credit, you authorize Carta Financial to review all information about you and your partners that you provide to or receive from any Carta Financial affiliate.