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
Get expert support
Get expert support with your back office, including quarterly reporting, compliance services, and end-of-year readiness.
Exceed LP expectations
LPs can quickly sign subscription docs, view performance, and receive vetted financial reports on one platform.
Spend more time investing
Automated workflows and real-time status updates eliminate admin time, so you can spend more time focused on deals.
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.
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.
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.
Get automated KYC checks so your fund stays audit-ready and assess investor risk with insights from AML experts.
Gain full transparency into your fund’s tasks and operations with Carta Carry—the first mobile app designed for on-the-go fund administration.