SPV Management

Form, close and manage your SPV from end-to-end

From formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for professional investors.

Get started View pricing & plans
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
    UK GP/LP or bare trust, US LLC or LP, offshore
  • Raise capital anywhere
    UK, US, offshore SPVs
  • Access customisable add-ons
    Reporting periods, side letters, carry structures
Benefit - SPV - Choose your foundation | US & UK
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
    Sign documents, track status, AML/KYC
Benefit - SPV - Streamline your SPV | US & UK
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
Focus on running your SPV

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.

Explore Fund Tax

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 smooth in-app closing with guided subdocs and investor support.
Dedicated LP portal
Enable investors to securely sign subdocs, fulfill capital calls and view documents.
AML/KYC 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 8,500 funds and SPVs

Caducedus Capital bw | Use for FA Product Page Only Capri Ventures | Use for FA Product Page OnlyHigh Cirlce Ventures VC bw | Use for FA Product Page OnlyImpact bw | Use for FA Product Page OnlyM13 logo bw | Use for FA Product Page OnlyNLVC logo bw | Use for FA Product Page Only
customer portrait
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.
Hemanth Gollar
Founder, High Circle Ventures

Related resources

What is an SPV?

Understand the ins and outs of special purpose vehicles (SPVs).

What are KYC & AML?

Learn the importance and differences of these compliance regulations.

Year-end SPV taxes

Learn how Carta can help with your SPV tax preparation and filing.

Carta Classroom

Discover education resources on the basics of private equity and venture.

FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access this product?

You can use the Carta platform for SPVs without being a Fund Admin customer. Learn more about pricing and plans here .

Where can I access a demo of SPVs?

You can sign up for a demo here to learn more about how Carta’s software and solutions work.

What audit support is offered with SPVs?

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 .

How does Carta Closings work?

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.

What tax services and support are offered with SPVs?

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 .

* 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.