Keep all your fund documents organized and searchable—in one place

In venture capital, documents form the backbone of fund operations. From subscription agreements to capital call notices, staying organized is critical—but traditional document management often means digging through emails, desktop folders, or disconnected systems.

The Documents tab in Carta brings everything into one place. Designed as a centralized, searchable repository, it helps private funds store, organize, and access key documents quickly and efficiently.

Here’s what you can expect:

• One centralized tab to house all firm-related documents you’ve sent to Carta

• Full-text search for document titles to find what you need quickly

• Advanced filtering by fund, document type, partner, issuer, and more

• Document previews to easily reference files without downloading

• Machine learning to help categorize and extract key data

Why this matters:

As your fund grows, so will your document volume. Carta’s roadmap for Documents includes AI-powered features that will automatically detect document types, extract key data points, and pre-fill relevant workflows—reducing manual work and lowering the risk of error.

The Documents tab is more than storage. It’s your system of record for fund operations—organized, accessible, and built to scale alongside your firm.