Private Equity

Manage your fund end-to-end

From fund administration to cap table management for your portfolio companies, private equity firms can enjoy a whole suite of solutions. Issue capital calls, get valuations, and model waterfalls with a few clicks.
Hero Equity Management for LLC

Manage your PE fund on Carta

Icons Hero | Private Equity | "Flexible"


Manage different ownership structures and liquidation options.

Icons Hero | Private Equity | "Connected"


Work confidently—bridge fund operations with your portfolio companies via our integrated software platform.

Icons Hero | Private Equity | "Automated"


Get increased efficiency and accuracy with expenses, cap tables, and LP workflows that update automatically.

Everything you need for fund and equity management

Connecting private equity, from LPs through your fund to your portfolio companies.
1280 x 1280 LinkedIn Carousel (1)

Waterfall Modeling

Save hours of modeling time and get back to growing your business. Create waterfall models that are accurate, transparent, and customized to your operating agreement in a single click.

Fund Administration

Partner with leading fund accountants and work on Carta’s General Ledger platform to manage all of your fund investments.

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes managed in one place.
UI of cap table updating automatically on Carta

Cap Table Management

Track ownership, manage equity plans with different vesting schedules and distribution rules, and pull cap tables for your whole portfolio with a few clicks.


Get fast and audit-ready ASC 820, liquidation threshold, or profit interest valuations on demand and use them to issue equity interests.

Unlock the power of equity to your employees

Get up and running quickly-1

You can count on our white glove service to seamlessly move your cap table and equity documents from spreadsheets into the Carta platform.

Expert support and guidance

We're with you every step of the way. Get the help you need through articles, in-app chat, and phone support from our equity management experts.

image of blocks and circle

Learn more about new private fund adviser rules, the SEC’s broader regulatory agenda, and what these changes mean for your fund in this webinar.

Track, model, and manage your equity with Carta

DISCLOSURE: This publication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

© 2023 eShares, Inc. dba Carta, Inc. All rights reserved. Reproduction prohibited.