Smart. Scalable. Simple.
Core features
Access to everything you need to manage your fund.
- In-app capital workflows
- Central LP portal
- Full accounting services
- Dedicated fund admin support
- Books and records
- Live performance details
- Modeling and forecasting
- Financial reporting
- Integrations
- Data aggregation
- KYC/AML services
- Financial audit support
- Transparency and audit logs
- Tax and EOY timelines
- K-1s delivered via platform
Full plan overview
Customize your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Fund Tax
Get fast, accurate returns
- 1:1 sessions with tax experts
- 1065, K-1s and other state filings
- Real-time status updates
SPV Management
Form, close, and manage your SPV
- Delaware LLC or LP entity
- In-app formations and closings
- Integrated subdoc experience
Fund Formations
Build and scale your fund
- Legal document generation
- Guided formations process
- 1:1 sessions with specialists
Portfolio Valuations
Calculate valuations with confidence
- Automatic data collection
- AICPA guided templates
- Access multiple valuation methodologies
Fund Forecasting
Guide your fund's strategy
- Portfolio construction
- Forecasting, planning, and reporting
- Reserve optimization
Management Company Administration
Power more strategic financial operations
- Track financials in real-time
- Build budgets in minutes
- Automatically reconcile cash
Deal CRM
Source and win the right deals
- Automated data entry
- AI company research
- Shared pipeline context
LP CRM
Build and retain key LP relationships
- Synced calendar and email data
- Bespoke fundraising pipeline views
- Auto-enriched allocator profiles
We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta's technology through the use of APIs to make our operational processes more standardized.
Andrew DeYoung
Managing Director, Kayne Anderson
One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work.
Timothy Cha
Senior Manager, Relativity LLC
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
1 / 1
FAQs
You have questions, we have resources and answers.
Built to layer on top the core fund admin platform, add-on products deliver a customized, integrated fund management experience—unlocking operational efficiency and simplifying complexity across tax, compliance, and reporting.
Add-on products for Fund Administration include Fund Tax, Portfolio Valuations, Fund Forecasting, SPV Formation, Capital Call Line of Credit, Management Company Administration, KYC as a Service, and Loan Operations. Contact sales today to customize your plan.
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.
Carta is built to track all of your entities' ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
Once you sign up, the implementations team will provide full support as you get started. The Carta team will help set up your account, upload all necessary fund and investor data, and empower you to navigate and use the platform.
Let's connect
