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Fund Administration

Portfolio holdings, now interactive in Claude
Portfolio holdings, now interactive in Claude
Interactive SOI artifacts are now available in Claude, powered by the Carta Investors Plugin. Effortlessly sort, filter, and search your fund holdings with a new fund-level dropdown that connects directly to the Carta Data Warehouse.
Query your documents and attached files directly from Carta CRM
Query your documents and attached files directly from Carta CRM
Use the Carta CRM agent to search resumes, teasers, and IMs attached to contacts and deals—without opening a single file.
Query capital activity directly in the Data Warehouse
Query capital activity directly in the Data Warehouse
Trace every capital call, distribution, and LP payment back to journal entries, and benchmark LP returns against percentile cohorts.
Streamline in-kind distributions with in-app securities account collection
Streamline in-kind distributions with in-app securities account collection
Your investors now have a secure way to submit securities transfer instructions in Carta, ahead of an in-kind distribution.
Speed, accuracy, and insight: Building a tech-forward path to day one financials
Speed, accuracy, and insight: Building a tech-forward path to day one financials
We spoke to Amanda Halfeld, Director at Alpha Alternatives, about technology-first fund administration, how it’s redefining what CFOs expect from their providers, and how Carta’s approach meets growing demand for real-time visibility and control.
Document Intelligence for SPAs
Document Intelligence for SPAs
Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.