private credit solutions
Fund admin and loans, connected
Manage loans, oversee funds, and keep investors informed—all in one place.
Clarity and control for every role
Every loan. Every fund. One view.
Bring loans, funds, and investor updates into one platform for seamless private credit management with expert support when you need it.
Leave manual loan tracking behind. Our expert fund administrators handle every step, from origination to reporting, ensuring everything in your LPA is managed accurately.
Access a single source of truth. Loan details flow into your GL, providing real-time insights into balances, accruals, and repayments while streamlining tax prep and K-1s.
Maintain alignment without the back-and-forth. The LP portal lets investors sign sub docs, fulfill capital calls, access reports, and track fund performance with one login.
FAQs
Can Carta support co-lenders?
Yes, our co-lender/borrower portal allows co-lenders to access loan data, while borrowers can upload documents and view payment history. You can also generate and share reports with co-lenders, borrowers, and LPs, offering insights at both the loan and portfolio level.
Can Carta stay on top of my borrower obligations?
Yes, Carta automatically generates borrower invoices, tracks payments, and verifies covenant compliance. It also serves as a central source for loan data, with notifications for missed payments or covenant breaches. Our team of experts supports the entire loan tracking process, ensuring accuracy and reliability.
Can Carta handle complex loan structures?
Absolutely. Carta captures complex loan details like PIK variations, multi-currency setups, intricate fee structures, and flexible billing schedules, ensuring complete tracking.
Can Carta handle my fund’s tax needs?
Carta simplifies tax season by providing accurate tax returns and K-1s. Track the preparation and filing of 1065s, state filings, and K-1s with a centralized tax dashboard. You’ll also get expert support to guide you through tax prep and returns.
How will my LPs use Carta?
Carta offers a streamlined LP experience. LPs can quickly sign subscription docs, fulfill capital calls, access fund and tax documents, and monitor fund performance through the LP Portal.