Fund Formations

Form your fund the right way, from the start

Get expert guidance to build and scale your fund on a solid foundation, from thesis to launch.

Build your fund with the help of an expert team, from setting up legal entities to planning your first capital call, ensuring your fund is formed on a solid foundation.

Develop a comprehensive fund model

Fundraising, fund management, budgeting
Get tailored support from formation specialists

Strategic guidance, 1:1 sessions
Access a step-by-step formation process

Formation filings, legal templates, first close

Through an integrated closing experience, share subdocs, run KYC checks and gain insight into where investors are in the process without needing to ask.

Safely share and view any document

Virtual data rooms, LP portal
Smooth subdocs experience

Sign documents, track status, guided support
Assess investor identity risk with due diligence

KYC/AML services, global sanctions checks

Product UI | Fund Formations | "Efficiently close investors" | US. & UK

Whether you’re an emerging manager or a seasoned investor, access scalable services and support across all your funds, from formation to administration.

Full-stack fund administration

Financials, real-time metrics, capital activity
Continued formation of new funds

Fund, GP entity, carried interest entity
Support for returning investors

LP portal, pre-filled subdocs

Product UI | Fund Formations | "Grow on one platform" | US & UK

Go beyond formations - get tools and solutions to optimise your entire fund.

Explore Fund Admin

Access a full suite to get your fund off the ground

Form your fund, administer the first close and execute your first capital call - all in six weeks.

Operational planning model

Easily develop a robust financial model for the lifetime of your fund.

AML/KYC services

Promote compliance by vetting your LPs and assessing investor identity risk.

Luxembourg fund expertise

Launch your fund in the EU with dedicated Luxembourg specialists.

Carta Closings

Experience a smooth in-app close with guided subdoc and capital call support.

Trusted with over 8,500 funds and SPVs

Being able to educate LPs about what it means to invest and their expectations around capital—that’s what enabled us to bring on the best investors and we were able to because of conversations with Carta.

Naseem Sayani

Co-founder and GP, Emmeline Ventures

Structuring your fund

Thinking of starting your own fund? Here’s everything you need to know.

What are KYC & AML?

Learn the importance and differences of these compliance regulations.

Building a fund strategy

Develop an effective plan for your fund with this step-by-step guide.

Carta Classroom

Discover resources on the basics of private equity and venture.

FAQs

You have questions, we have resources and answers.

Carta will work with you and a third party registered agent to form various entities tailored to your needs.

In the US, Carta supports the formation of venture funds structured as limited partnerships (LPs), along with general partner entities and management companies, both of which are established as limited liability companies (LLCs).

Globally, Carta enables the formation of specific entities in key jurisdictions, including, but not limited to:

United Kingdom: English Private Fund Limited Partnership (PFLP)
Luxembourg: Luxembourgeois société en commandite spéciale (SCSp)

Carta provides a comprehensive suite of fund formation documents to streamline your setup process.

For venture funds, this includes a term sheet, an initial limited partnership agreement, an amended and restated limited partnership agreement, subscription agreements, investment management agreements and side letters.

For general partner entities, Carta supplies operating agreements and advisor letters. For management companies, Carta offers tailored operating agreements to meet your needs.

Carta's Operational Planning Model template provides the financial tools needed to prepare you for fundraising, fund management and liquidity events, including:

Modeling cash vs. cashless GP contributions
Setting management fees and understanding related cash flows
Portfolio construction
Creating budgets for your management company and fund
Fund waterfall modeling
Capital call planning

Prospective LPs can log in or create a Carta account to sign subscription docs and close. GPs are notified to countersign, with the option to automatically trigger the first capital call.

With Carta’s data rooms, fundraising happens seamlessly on one platform. GPs control access, track documents and can use features like subscription doc integration and automatic watermarking.

* DISCLOSURE: Use of Carta's document templates is subject to our terms and conditions. Client is responsible for remaining in compliance with all applicable laws, rules, and regulations.