Product Tours
See the ERP in action
Explore in-depth videos of the agentic platform that connects fund admin, portfolio analytics and valuations in one intelligent system.
Venture Capital
From raising your first fund to your fifth, use a centralised platform to connect your back office, PortCos and investors.
- Visual accounting
1:48 - Capital calls
1:10 - GP carry tracking
1:09 - Portfolio valuations
2:00 - LP portal
1:03 - Closings
1:55 - Fund Tax
1:44 - Fund Forecasting
2:07 - Management company administration
1:22 - Auditor portal
1:34 - Data explorer
1:45 - Automated money movement
1:23 - KYC dashboard
1:24 - Integrated expense management with Ramp
1:36 - Waterfall modeling
1:05
15 videos
Private Equity
Whether your focus is buyout or growth equity, get visibility and control across your firm's entire portfolio.
- Visual accounting
1:23 - Capital calls
1:10 - GP carry tracking
1:11 - Portfolio valuations
2:05 - LP portal
1:02 - Closings
1:55 - Fund Tax
1:45 - Management company administration
1:23 - Auditor portal
1:35 - Data explorer
1:45 - Automated money movement
1:23 - KYC dashboard
1:24 - Integrated expense management with Ramp
1:35 - C-Corp cap table management
1:43 - LLC cap table management
1:37 - Waterfall modeling
1:05 - PE Portco cap table management
1:47 - Look-through ownership and multi-entity waterfall
1:01
18 videos
Private Credit
Manage complex deals and flexible terms with a purpose-built system that unifies loan ops and fund admin.
Your entire fund, connected
Built for the fund operators of tomorrow – Carta's ERP for private capital unifies workflows, data and people in one intelligent platform.
