Private Equity

This is automated money movement for private equity, part of fund administration in Carta's ERP for private capital. From the first capital call to the final distribution, money movement is central to how firms run, but moving money often means manual processes, delayed wires, and limited visibility. With automated money movement at Carta, every element of a transaction lives on one platform with direct bank integrations that ensure data and dollars move at the same time. Let's look at one of four capital events that leverage AMM distributing capital to LPs.

You can initiate, send, and track wires to LPs in one end to end workflow. To send a distribution, you'll authorize the LPs who will receive it. Once the details are set, our team will set up a single lump sum wire in your bank portal for approval. Instead of managing many outgoing wires, you simply approve one consolidated and automated money movement then distributes funds to each investor's bank in their respective net amounts using the wire instructions LPs input on Carta.

Investors get instant confirmations, and you'll receive an email when funds are on their way to LPs. In Carta, you can track real time progress with IMAD and OMAD IDs for paid investors. If an investor's bank details are missing or need confirmation, they're flagged in Carta for easy follow-up before funds are released, and late confirmations appear in your dashboard for easy follow-up and authorization. Carta also offers automated money movement for expenses, management fees, and contributions, reducing approval friction, accelerating payments, and providing real time visibility across every transaction.

With automated money movement built into Carta's ERP, fund transactions move automatically and transparently.