Private Equity Solutions

Connected PE fund management

From PortCo insights to auditable waterfalls, meet the integrated fund management suite with standards as high as yours.

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, and reporting
PE Media | Benefit | "Centralize your portcos"
Say goodbye to manual entry with integrated cap table data. 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
    Streamlined data requests, exit scenarios
PE Media | Benefit | "Quickly model any scenario"
Optimize how you run your fund. 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
    Sign docs, fulfill capital calls, view fund metrics
  • Experience a smoother tax season
    Year-end filings, investor K-1s, audit support
PE Asset | Benefit | "Harness all-in fund management"
$ 530 B
Aum in PE Fund Admin & PortCos
600 +
PE firms with PortCos on Carta
2.7 K
PE-backed companies

Bring all your PortCos into focus

See how to keep your team in sync with a single dashboard for all investments.


Designed for every seat at the table

Empower your team to keep your fund rolling, no matter the role.

PE | "For CFOs"
For CFOs
Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.
PE | "For deal teams"
For Deal Teams
Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting—saving time and reducing errors.
PE | "For associates"
For Associates
Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.



FAQs

You have questions, we have resources and answers.
Where can I interact with the Private Equity product suite?

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.

Can I manage ownership across multiple entities?

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.

What types of securities can be managed on Carta?

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.

What can investors see from the LP Portal?

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 .

What does Carta offer for tax services and support? 

Carta will draft and manage the year-end tax timeline, in addition to providing books, records, and supporting documents to your auditor and tax provider.

Available as an add-on service, Carta Fund Tax will prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed) with dedicated support as you need it. 

Learn more about Carta Fund Tax .