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
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
Investment Accounting Manager, Kapor
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.
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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