CARTA Investor Services

Premier fund accounting meets tech-enabled platform

Carta’s investor services platform enables superior fund management. Let our team of experienced fund accountants streamline your back office. Access our full-service fund administration, LP management, portfolio company valuations, SPV admin, quarterly or annual reporting, audit and tax support, and portfolio insights. All with a trusted, flexible, tech-forward platform that adapts to your firm.

WHY CHOOSE CARTA FOR FUND MANAGEMENT?

Experienced team

Our experienced team of fund administrators will partner with you to manage your back office and do all the heavy lifting. Whether you’re a first-time fund manager or a seasoned institutional firm with complex needs, we’ve got your back.

Superior LP experience

With our streamlined document subscription service, LP Portal, and robust reporting suite, you can onboard LPs, share documents and fund performance, track fund commitments, and issue capital calls easily. Thousands of LPs already use Carta.

Innovative platform

Our superior platform is supported by a team of forward-looking engineers who’ve built the Carta General Ledger and workflows that improve efficiency, minimize data discrepancies, and help you maximize returns. Our platform grows with you.

INVESTORS ON CARTA

Trusted by over 500 global firms representing over $20B in assets under administration

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Fund administration services

Full-service fund administration​

Get full-service fund administration services with access to portfolio company cap tables and real-time fund metrics like IRR, anytime, all in one place. Stop worrying about your back office and focus on deals.

LP portal

Easily communicate with your LPs

Manage your LPs conveniently and securely, with customized access levels and document sharing capabilities. Issue capital calls, LP reports, partner capital account statements; grant selective access to schedule of investments and portfolio company views. Allow LPs to view all funds and direct investment in one place.

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ACCESS PORTFOLIO COMPANY CAP TABLES

Real-time portfolio company data

When a portfolio company issues you a security on Carta, you can request access to their cap table. You’ll then see details like cash raised, last preferred valuation, and your ownership percentage. If you’re a Carta customer, you can use Carta’s waterfall and round modeling tools when companies grant you cap table access.

Portfolio company VALUATIONS

Get audit-ready portfolio company valuations

Carta’s team of analysts have performed thousands of valuations. Our team leverages best-in-class technology for increased accuracy and fast delivery. If you prefer to run your own valuation, we also offer a self-service portfolio company tool that will guide you step by step.

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PORTFOLIO INSIGHTS

Evaluate investments all in one place

With Portfolio Insights, we’ll collect cap tables and key data from all of your portfolio companies. Easily model exit scenarios for more investments and let Carta handle your data collection so you can work on deals.

SCENARIO MODELING

Model term sheets more quickly

Carta offers sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables so you can understand the impacts of terms, fundraising, and exits. Plus, our visualizations look great on slides.
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PARTNER PROGRAM

Carta partners with VCs and accelerators

When your entire portfolio manages equity on Carta, you can accept your securities, access shared cap tables, and see portfolio analytics in one place. Join our partner program to get a discounted rate for your portfolio and more.

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Learn more about Carta for investors