Suite
The end-to-end suite for fund management
Built for CFOs. Enabled by experts.
Tech, where you need it most
Track, transact and manage your entire portfolio - all in real time.
A team of experts, at your call
Partner with a dedicated team to run your entire fund accounting process.
Tools for strategic decisions
Deliver on-demand insights, timely tax returns and fund analytics.
Meet the new standard in fund administration
Accuracy. Clarity. Control. See the fund management suite in action.
Create and manage special purpose vehicles (SPVs) that fit your needs.
Every operation. One fund suite.
Fund Admin Portal
Access up-to-date net and deal IRR, gross returns and overall fund performance.
KYC/AML
Stay on top of compliance with tools for managing KYC/AML checks on LPs.
Fund Forecasting
Guide your fund’s strategy with data-driven precision.
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place.
An expert team, dedicated to your success.
Work with fund specialists to solve any problem, big or small.
Committed LP support
Bring peace of mind to your investors with a team dedicated to supporting and onboarding your LPs onto the platform.
Real-time performance metrics
Strengthen relationships and increase transparency by communicating up-to-date carry and fund performance.
Ecosystem of solutions
Access a collection of APIs to seamlessly integrate your processes into one connected system.
Trusted by over 3,000 funds
- Alphaedison VC logo bw | Use for FA Product Page Only
- Ani VC | Use for FA Product Page Only
- Emmerline logo bw | Use for FA Product Page Only
- High Cirlce Ventures VC bw | Use for FA Product Page Only
- Kapor Capital | Logo | Magna Pages
- Liquid 2 Ventures | Logo | Magna Pages
- Valor logo bw | Use for FA Product Page Only
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Director of Finance, Kapor Capital
The most interesting thing about Carta is both its professional services and software. It’s about the relationships you form with your account team. Their ability to be responsive and support us is super important.
Brian Carroll
Partner, M13
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they’ve gotten used to this, they wish more GPs operated this way. I think that’s going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC
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FAQs
You have questions, we have resources and answers.
Yes, Carta provides a comprehensive suite of software and services designed for both venture capital and private equity firms. From fund administration to cap table management, we support your funds and portfolio companies at every stage of growth.
Learn more about solutions for Private Equity here.
In addition to a full tech stack, you’ll partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through.
This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry.
Carta offers AML/KYC services to help your fund stay compliant including investor validation, global sanctions checks, and ongoing investor due diligence screening.
Carta will draft and manage the year-end tax timeline, in addition to providing books, records and supporting documents to your auditor and tax provider.
We also offer full support for local fund-level tax returns, including Form 1065 tax returns and Schedule K-1s in the US.
The complete suite for fund management
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DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.
Please refer to important disclosures found here.
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