Smart. Scalable. Simple.
Core features
Run your fund across APAC, the Middle East, and Africa.
- In-app capital workflows
- Central LP portal
- Full accounting services
- Dedicated fund admin support
- Fund closings
- Live performance details
- Modeling and forecasting
- Financial reporting
- Advanced analytics
- Data aggregation
- KYC/AML services
- Financial audit support
- Report distribution
- Audit and EOY timelines
- Centralized document sharing
Full plan overview
Customize your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Global KYC
Keep your fund protected with KYC/AML
- Multi-jurisdiction KYC
- FATCA/CRS support
- LP risk scoring
Fund Forecasting
Guide your fund's strategy with precision
- Portfolio construction
- Forecasting, planning, and reporting
- Reserve optimization
SPV Management
Form, close, and manage your SPV
- SPV admin and annual reporting
- In-app formations and closings
- Bare trust, GP/LP, or LTD structure
LP Portfolio Analytics
Discover AI-powered data management
- Automated document aggregation
- Portfolio performance analysis
- Investments KPI dashboard
Fund Tax
Get fast, trusted returns
- 1:1 sessions with tax experts
- US Tax support from 1065s to K-1s
- Real-time status updates
Portfolio Valuations
Calculate valuations with confidence
- Automatic data collection
- IPEV and IFRS 13 guided templates
- Access multiple valuation methodologies
Deal CRM
Source and win the right deals
- Automated data entry
- AI company research
- Shared pipeline context
LP CRM
Build and retain key LP relationships
- Synced calendar and email data
- Bespoke fundraising pipeline views
- Auto-enriched allocator profiles
Carta has been seamless to work with — the team is professional, responsive and investor-focused, and the platform is intuitive, streamlining both our investor experience and internal workflows.
Rachel Yang
Partner, Giant Leap
Our LPs provide fund managers the fuel to survive, thrive, and grow. So we give them the information they need, and Carta’s software is a core component of that work for us.
Eddie Thai
General partner, Ascend Vietnam Ventures
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they've gotten used to this, they wish more GPs operated this way. I think that's going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC
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FAQs
You have questions, we have resources and answers.
Built to layer on top the core fund admin platform, add-on products deliver a customized, integrated fund management experience—unlocking operational efficiency and simplifying complexity across tax, compliance, and reporting.
Carta offers KYC as a Service, Fund Forecasting, SPV Management, Loan Operations, Valuations, and Fund Tax. Contact sales to learn more about add-on products.
In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through. This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry.
Carta is built to track all of your entities' ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
Once you sign up, the implementations team will provide full support as you get started. The Carta team will help set up your account, upload all necessary fund and investor data, and empower you to navigate and use the platform.
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