PRICING & PLANS | FOR Investors
A plan for every fund
The all-in-one suite for private fund operations.
All plans include core fund admin services, with add-ons tailored to your firm's needs.
- Strategic guidance from an expert team of fund accountants
- Real-time metrics and reporting from deal IRR to TVPI
- In-app communication with your fund admin
- Expert tax and audit support, including year-end tax filings
- Compliance support, including investor due diligence screenings
- LP portal with dedicated support and onboarding
- Integrated closings experience with secure data rooms
- Fund accounting and taxes managed in one place
- 1:1 sessions with tax experts
- Real-time status updates
- Develop comprehensive fund models
- Guided formation process
- 1:1 sessions with specialists
- Audit-defensible analysis
- Expert support to help you understand your fair value
- Full-service valuations
- Portfolio construction
- Portfolio forecasting and planning
- Portfolio management and reporting
Need help deciding? Call us at: 1-833-403-5468
Frequently asked questions
What support and services are included?
In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through.
This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry. Learn more about Fund Admin here .
What additional fund management products does Carta offer?
Carta offers Fund Tax, Fund Formations, Valuations, Tactyc by Carta, SPV Formation and Administration, Capital Call Line of Credit, and KYC as a Service.
What end-of-year services are provided?
Carta will draft and manage the year-end tax timeline, in addition to providing books, records, and supporting documents to your auditor and tax provider. Available as an add-on service, Carta Fund Tax will prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed) with dedicated support as you need it. Learn more about Fund Tax here .
Where can I access a demo?
You can sign up for a demo of the suite here or take an interactive video tour to learn more about how Carta’s software and solutions work.
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* FUND FORMATIONS DISCLOSURE: USE OF FORMATION DOCUMENT TEMPLATES IS ENTIRELY AT YOUR OWN RISK AND SUBJECT TO CARTA’S LEGAL DOCUMENTS TERMS OF USE AND DISCLAIMER LOCATED FOUND HERE. CARTA ASSUMES NO LIABILITY FOR THE USE OF OR RELIANCE ON THESE DOCUMENT TEMPLATES. Carta does not guarantee such document templates’ applicability or accuracy in regard to your particular circumstances. These document templates are provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.
* SPVS DISCLOSURE: This communication is on behalf 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. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein. Please refer to important disclosures found here.
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