Private Equity

This is LLC cap table management for private equity, part of the equity management module in Carta's ERP for private capital. Managing portfolio company ownership with disparate spreadsheets risks inaccurate look through ownership, which directly impacts fair market value calculations and leads to compliance errors in LP reporting. That's why Carta built an equity management solution specifically for private equity firms. Starting with the GP's view, here you can get instant visibility into your entire portfolio and aggregated performance metrics for each portco.

Select any company from the list to dive straight into its live cap table. Carta's cap table makes complex ownership simple and actionable for private equity firms. Need a point in time snapshot? Use as of date filtering to instantly see the cap table, ownership, and economics as of any chosen date, critical for audits, transaction diligence, or historical reporting.

To get more granular, you can drill down into any individual holder to view comprehensive ownership details. And with a single click, it's just as easy to see your fund's exact stake in the portfolio company, giving you a clear view of exposure at every level. With Carta's Look Through Ownership feature, you can trace through multiple layers of entity ownership to reveal each fund, investor, or beneficiary's true economic stake, a level of transparency that's essential for modern reporting and compliance. You also have the option to manage and run each portfolio company's custom waterfall model, which is always up to date thanks to your connected cap table.

Issuing new equity, issue MIUs, PIUs, or customized units directly within the platform, configure complex vesting rules and flexible performance conditions to meet your deal terms, no spreadsheet formulas needed, and instantly export detailed cap table reports in Excel or PDF to make fundraising, board meetings, and LP reporting a breeze.