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.

Request a demo Take a tour

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.

Take an interactive tour

Every tool in one place. That’s new.

Meet the connected suite that powers your entire portfolio.

Cap Table Management

Manage PortCo equity plans, measure performance, and easily add stakeholders.

Waterfall Modeling

Run accurate, traceable models customized to your operating agreement.

Fund Administration

Manage your portfolio in real-time, with on-demand insights and fund metrics.

Financial Reporting

Generate audit-defensible stock-based compensation reports on demand.

Valuations

Get fast, accurate ASC 820, liquidation threshold, or profit interest valuations.

Distributions

Calculate amounts, communicate with holders, and track balances in one place.

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.

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 $3.2T Assets on Platform

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

Kayne Anderson, Managing Director

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, Compensation Solutions

Software for Fund CFOs

PE Ownership Trends

See the progress PE has made toward expanding employee ownership.

Rollover equity

Learn how rollover equity works during PE M&A deals for buyers and sellers.

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 .

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 .