SPV Management
Form, close, and manage your SPV from end-to-end
Choose your foundation
From flexibility in asset types to support for a variety of fee and carry structures and customizable add-ons, tailor your SPV to fit your needs.
- Form institutional SPVs
UK GP/LP, US LLC or LP, BVI LTD
- Raise capital anywhere
UK, US, offshore SPVs
- Access customizable add-ons
Reporting periods, side letters, carry structures
Efficiently form and close
Experience implementation guidance at every step, from account setup to investor compliance checks and integrated closings.
- Personalized onboarding team
Setup, demo walkthroughs, 1:1 sessions
- Guided formation process
Formation filings, legal docs, banking setup
- Smooth subdoc experience
Pre-fill subdocs with AI, track status
Focus on running your SPV
Spend less time on admin and more time investing, with one platform to help you call capital, track performance, and manage taxes.
- Full-stack fund administration
Real-time SOI, investment insights, LP Portal
- Premier support from an experienced team
Financials, capital activity, treasury services
- End-of-year readiness and resources
Tax filings, audit support, add-on tax services
See SPVs in action
Watch how you can easily form your SPVs in just a few clicks.
Unlock a seamless tax season with your fund accounting and taxes in one place.
The all-inclusive platform for SPVs
Focus more time on investing with solutions designed to handle the admin work for you.
Carta Closings
Experience a faster closing with AI-filled subdocs and investor support.
Dedicated LP portal
Enable investors to securely sign subdocs, fulfill capital calls, and view documents.
KYC/AML services
Promote compliance by vetting your LPs and assessing investor identity risk.
Comprehensive tax services
Easily receive accurate, year-end tax filings for you and your LPs.
Trusted with over 9k funds and SPVs
High Circle Ventures could not have grown exponentially in just six or seven months if it hadn’t been for the Carta platform. The platform is very intuitive and user friendly.
Related resources
- Article
What is an SPV?
Understand the ins and outs of special purpose vehicles (SPVs).
- Webinar
SPV structures
SPVs unlock a ton of benefits. Which one is right for you?
- Article
Year-end SPV taxes
Learn how Carta can help with your SPV tax preparation and filing.
- Collections
Carta Classroom
Discover education resources on the basics of private equity and venture.
FAQs
You have questions, we have resources and answers.
No, you access this product even if you aren’t on the Carta Fund Administration platform.
View plans and pricing here.
SPVs entities can be formed as Delaware LLC or LP, BVI Limited Company or UK GP/LP, Bare Trust, or LLP. Carta works with you to form the SPV with a registered agent, with you as the Director/Manager/General Partner.
Carta helps you to manage the end-to-end setup process, including liaising with the registered agent, legal documentation, banking setup, and onboarding your investors through Carta Closings.
Carta will also take care of KYC/AML, annual filings, and corporate secretarial services for your SPV entity ( restrictions may apply). You can also access quarterly reporting, tax preparation, audit support, and other add-ons for an additional cost.
Learn more about the scope of service here.
Audit support is available as an add-on service that helps you complete audit notes and financial statements directly on the platform.
Carta will also provide your auditor with books, records, and any necessary supporting documentation. You can view a sample of the audited financial reporting package here.
Prospective LPs log in or create a Carta account to sign subscription documents, complete KYC/AML, and complete the closing process. GPs are notified to countersign and can send the first capital call automatically.
Carta will provide books, records, and supporting documentation to your tax preparer in addition to distributing K-1s prepared by your tax provider to your LPs through the Carta platform.
To streamline your SPV administration, Carta now offers SPV tax preparation as an additional service delivering Form 1065 tax returns, Schedule K-1s, and additional state returns. Learn more here.
Form, close, and manage your SPV
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* DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.
Please refer to important disclosures found here.
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