Solutions for Private Equity
Connected PE fund management
Centralize your PortCos
Save time chasing data and manage ownership, valuations, and cap tables from one dashboard, giving you total visibility into your portfolio.
- Streamline equity management across entities
Vesting schedules, hurdle rates, liquidation
- Access data from a single hub
Cap table management, waterfalls, K-1s
- View aggregated PortCo performance clearly
On-demand metrics, insights, reporting
Model any scenario with precision
Automate cap table creation and data collection with AI doc extraction. Precisely model exits, valuations, or distributions on demand with auditable results.
- Automate complex operating agreements
Waterfalls, distributions, real-time cap table
- Audit every calculation in your waterfall
Verify breakpoints, allocations, threshold values
- Simplify quarterly valuations
Auditor ready multiples and rationale by AI
Streamline your fund operations
Optimize how you run your fund or SPV. Access real-time metrics, deliver timely K-1s, and build stronger LP relationships, all powered by your general ledger.
- Manage your fund with ease and control
Real-time metrics, expert support, KYC checks
- Boost investor confidence with the LP portal
Fulfill capital calls, pre-fill subdocs with AI
- Premier support from an experienced team
Secure messaging, single threads, support
Bring all your PortCos into focus
See how to keep your team in sync with a single dashboard for all investments.
Create and manage special purpose vehicles (SPVs) that fit your needs.
Every tool in one place. That’s the new standard.
Meet the connected suite that powers your entire portfolio.
Cap Table Management
Manage PortCo equity plans, measure performance, and easily add stakeholders.
Learn more
Fund Administration
Manage your portfolio in real-time, with on-demand insights and fund metrics.
Learn more
Portfolio valuations
Centralize look-through level data collection, calculations, and reporting.
Learn more
Distributions
Calculate amounts, communicate with holders, and track balances in one place.
Learn more
Designed for every seat at the table
Empower your team to keep your fund rolling, no matter the role.
For CFOs
Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.
For Deal Teams
Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting—saving time and reducing errors.
For Associates
Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.
Trusted with over 4.5 trillion assets on platform
- Augusta Capital Logo | PE
- Gearbox Capital Logo | PE
- Harbourview Equity Logo | PE
- Off Road Capital Management Logo | PE
- The Sterling Group Logo | PE
- Veritas | Logo | Magna Pages
- Windjammer Capital Investors Logo | PE
We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized.
Andrew DeYoung
Managing Director, Kayne Anderson
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work.
Timothy Cha
Senior Manager, Relativity LLC
1 / 1
Related resources
- Product Updates
Software for Fund CFOs
Read more about the first networked accounting solution built for CFOs.
- Data
PE Ownership Trends
See the progress PE has made toward expanding employee ownership.
- Article
Rollover equity
Learn how rollover equity works during PE M&A deals for buyers and sellers.
- Collections
Carta Classroom
Discover resources for private equity teams—from analysts to CFOs.
FAQs
You have questions, we have resources and answers.
You can sign up for a demo of the product here or take an interactive video tour to learn more about how Carta’s software and solutions works.
Carta is built to track all of your entities' ownership in one account. Admins can toggle between the cap tables and view multi-entity ownership structures all in one place.
You can access and manage most equity incentive instruments, including but not limited to profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and LTIPS on the Carta platform.
Once onboarded, LPs can quickly and securely access documents, fund-level performance data, and commitments—easily navigating between an investment overview and individual investment metrics.
LPs can also track total commitment, amount contributed, vintage year, and net asset balance for a more granular view.
To see how the LP portal works, take an interactive tour.
With the Global KYC service, you can verify investors and run ongoing due diligence including multi-jurisdiction KYC, FATCA/CRS support, third party delegation, and LP risk scoring.
Welcome to the new standard
