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Fund Administration

Streamline in-kind distributions with in-app securities account collection
Streamline in-kind distributions with in-app securities account collection
Your investors now have a secure way to submit securities transfer instructions in Carta, ahead of an in-kind distribution.
Speed, accuracy, and insight: Building a tech-forward path to day one financials
Speed, accuracy, and insight: Building a tech-forward path to day one financials
We spoke to Amanda Halfeld, Director at Alpha Alternatives, about technology-first fund administration, how it’s redefining what CFOs expect from their providers, and how Carta’s approach meets growing demand for real-time visibility and control.
Document Intelligence for SPAs
Document Intelligence for SPAs
Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.
Carta CRM Plugin
Carta CRM Plugin
Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.
Carta Investors Plugin
Carta Investors Plugin
Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.