Starting a Fund Playbook

Get started with the right knowledge for success

Whether you’re starting out with SPVs or you’re ready to launch your first fund, Carta is your partner. With Carta SPV and Carta Fund, we form the entities, provide legal document templates, administer your fund, send your LPs digital subscription documents, and provide tax and audit support.

A step-by-step guide to launch and manage your firm

A playbook for fund managers didn’t exist so we built one. The process of starting a firm is unclear, expensive, and complex. We’ve built a series of educational resources to simplify the process for managers to successfully build their funds.