FUND ADMINISTRATION for PE

Fund the future

Carta’s software and venture services team take care of your fund administration needs, so you can focus on your deals.

Trusted by over 5,000 investment firms

Icons Hero | Private Equity - Fund Admin | "Get expert support"

Get expert support

Get expert support with your back office, including quarterly reporting, compliance services, and end-of-year readiness.

Icons Hero | Private Equity - Fund Admin  | "Exceed LP expectations"

Exceed LP expectations

LPs can quickly sign subscription docs, view performance, and receive vetted financial reports on one platform.

Icons Hero | Private Equity - Fund Admin | "Spend more time investing"

Spend more time investing

Automated workflows and real-time status updates eliminate admin time, so you can spend more time focused on deals.

Real-time-metrics

Stay ahead of your investments without waiting for quarterly updates. Carta’s fund dashboard shows up-to-date deal IRR, gross returns, and overall fund performance.

Scenario-Modeling-1

Understand the impact of new investment terms, fundraising, and exits with Carta’s sensitivity and breakpoint analysis, payout and dilution modeling, and pro-forma cap tables.

Expert-tax-and-audit-support-1

Our team introduces you to tax and audit providers optimally suited to funds of your size, structure, and LP composition. We manage the year-end audit and tax timelines and answer your auditor’s questions and requests.

Efficient-compliance-checks

Get automated KYC checks so your fund stays audit-ready and assess investor risk with insights from AML experts.

Carta Carry mobile app UI

Gain full transparency into your fund’s tasks and operations with Carta Carry—the first mobile app designed for on-the-go fund administration.

Get your fund on Carta