An emerging manager's guide to modern fund ops

Why ‘build vs. outsource’ is the wrong question, and what the smartest PE firms do instead

As a fund CFO, you’re often left with two choices: build an in-house team and absorb the rising headcount costs that come with every new fund, or outsource to a legacy provider and trade direct data access for operational relief. Carta believes that there’s a third option.

Use this guide to:

  • Understand how the three primary fund admin models compare—and where each one breaks down as a firm grows

  • Identify the hidden risks of legacy outsourcing, including data splits, audit exposure, and headcount-based pricing traps

  • See how a connected general ledger transforms every aspect of fund admin, including capital calls and LP distributions

  • Run a three-question self-assessment to diagnose gaps in your current setup before your next raise

Find out how Carta—combining purpose-built fund admin software with a dedicated team of licensed professionals—can help your firm move past the build-or-outsource debate and turn fund operations into a durable competitive edge.

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