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Your dashboard now delivers enhanced design and functionality for better reporting and smarter decision making.

Effortlessly distribute funds and earn investors’ trust with a smoother experience.

An interactive visualization makes complex PE fund structures instantly understandable for CFOs and stakeholders.

Connection is a big theme for the Carta R&D team in 2025. Through connection we drive speed, time savings, and insights. Here’s how we’re building connections across the private markets—starting with fund administration.

Request, view, and manage compliance checks for your LPs on Carta and keep your fund protected.

Carta Fund Forecasting is making it even easier for fund managers to track performance and keep models up-to-date with the integration of fund general ledger data.

Automated carry solution that eliminates spreadsheet errors and GP inquiries.

Save multiple hiring plans, access new Canadian and capital-raised benchmarks, and get clearer guidance on board and advisor equity.

Sync Ramp expenses directly into Carta Fund Admin for real-time visibility, faster reconciliation, and smarter financial decisions—all from a single source of truth.

In this article, we’ll guide you through the basics of strategic portfolio management, including how to develop and execute an effective portfolio management strategy.

Chairman Paul Atkins outlined key initiatives and principles he expects the commission to tackle, with IPOs and increased access to the private markets at the top of his agenda.