SPV Management
Form, close and manage your SPV from end-to-end
Choose your foundation
From flexibility in asset types to support for a variety of fee and carry structures and customisable add-ons, tailor your SPV to fit your needs.
- Form SPVs quickly and efficiently
GP/LPs, LLPs, bare trusts, Ltd
- Raise capital anywhere
UK, US, offshore SPVs
- Access customisable add-ons
Reporting periods, side letters, carry structures
Efficiently form and close
Experience implementation guidance at every step, from account setup to investor compliance checks and integrated closings.
- Personalised onboarding team
Setup, demo walkthroughs, 1:1 sessions
- Guided in-app formation process
Formation filings, legal docs, banking setup
- Smooth subdoc experience
Pre-fill subdocs with AI, track status
Focus on running your SPV
Spend less time on admin and more time investing, with one platform to help you call capital, track performance and manage taxes.
- Full-stack fund administration
Transparent view of investments, LP Portal
- Premier support from an experienced team
Financials, capital activity, treasury services
- End-of-year readiness and resources
Tax filings, audit support, add-on tax services
See SPVs in action
Watch how you can easily form your SPVs in just a few clicks.
Unlock a seamless tax season with your fund accounting and taxes in one place.
The all-inclusive platform for SPVs
Focus more time on investing with solutions designed to handle the admin work for you.
Carta Closings
Experience a faster closing with AI-filled subdocs and investor support.
Dedicated LP portal
Enable investors to securely sign subdocs, fulfill capital calls and view documents.
KYC/AML services
Promote compliance by vetting your LPs and assessing investor identity risk.
Comprehensive tax services
Easily receive accurate, year-end tax filings for you and your LPs.
Trusted with over 9k funds and SPVs
High Circle Ventures could not have grown exponentially in just six or seven months if it hadn’t been for the Carta platform. The platform is very intuitive and user friendly.
Related resources
- Article
What is an SPV?
Understand the ins and outs of special purpose vehicles (SPVs).
- Article
What are KYC & AML?
Learn the importance and differences of these compliance regulations.
- Article
Year-end SPV taxes
Learn how Carta can help with your SPV tax preparation and filing.
- Collections
Carta Classroom
Discover education resources on the basics of private equity and venture.
FAQs
You have questions, we have resources and answers.
You can use the Carta platform for SPVs without being a Fund Admin customer. Learn more about pricing and plans here.
You can sign up for a demo here to learn more about how Carta’s software and solutions work.
Audit support is available as an add-on service that helps you complete audit notes and financial statements directly on the platform.
Carta will also provide your auditor with books, records, and any necessary supporting documentation. You can view a sample of the audited financial reporting package here.
Prospective LPs log in or create a Carta account to sign subscription documents, complete KYC/AML and complete the closing process. GPs are notified to countersign and can send the first capital call automatically.
Carta offers SPV tax preparation as a service, including Form 1065 returns, Schedule K-1s, state filings and local tax compliance in Europe. Learn more about fund tax here.
Form, close and manage your SPV
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* DISCLOSURE: Carta provides formation, administration and related services in the UK to entities regulated by the UK Financial Conduct Authority (FCA), including Alternative Investment Fund Managers (AIFMs), investment firms, and other FCA authorised entities, as well as their appointed representatives acting as agents for FCA-authorised firms or, if permitted, foreign regulated firms with appropriate regulatory oversight.
Carta may engage with such potential clients as such entities are in the process of obtaining required regulatory approvals. However, certain services may be restricted or unavailable until appropriate authorisation is granted. Clients falling into this category will be referred to a law firm or other fiduciaries for certain services, including formation services.
Our services are not available to unregulated entities or individuals. Nothing on this website constitutes an offer, solicitation, or advice to unregulated parties.
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.
© 2025 eShares, Inc. dba Carta, Inc. All rights reserved.