Private Equity

See how Carta's ERP for Private Capital works.

Capital calls

Manage Capital Calls end-to-end on a single platform that calculates contributions, issues LP notices, and tracks payments—with built-in checks that keep each capital call in line with your LPA.

Key takeaways

Set the entity, amount, and participants, then issue notices in one flow.
Built-in health checks confirm each capital call complies with your LPA terms.
Funded capital calls post to the general ledger automatically—no manual updates.

Transcript

This is Capital Calls for Private Equity, part of Fund Administration and Carta's ERP. Executing a Capital Call is a critical operational milestone for your Fund, yet it remains a complex, multistep process, from precisely calculating contributions and distributing notices to LPs to tracking real time payment status. With Carta, you can manage the entire cap call process on a single platform. Here's how it works.

Use the call capital button on your dashboard to get started. From there, selecting the entity. Next, choose the amount due, parameters, and participants for your cap call. Inbuilt health checks will run-in the background to ensure your capital call is compliant and in line with the terms of your LPA.

You'll see the total amount due from each participating investor and confirm your wire instructions before issuing the capital call notice. You'll also be able to preview the capital call notice that each investor will receive by email before submitting the capital call. Once the capital call has been funded by all investors, it'll be reflected as a journal entry on the general ledger. No manual updates needed.

Only the Carta ERP brings all of this into the same system of record. This is just one example of how we're building out an ERP for private capital.

Up next: GP carry tracking

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