Smart. Scalable. Simple.
Core features
Access to everything you need to manage your fund.
- In-app capital workflows
- Central LP portal
- Full accounting services
- Dedicated fund admin support
- Books and records
- Live performance details
- Modelling and forecasting
- Financial reporting
- Integrations
- Data aggregation
- KYC/AML services
- Annual audit support
- Transparency and audit logs
- Tax and EOY timelines
- K-1s delivered via platform
Full plan overview
Customise your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Global KYC
Keep your fund protected with KYC/AML
- Multi-jurisdiction KYC
- FATCA/CRS support
- LP risk scoring
Fund Forecasting
Guide your fund's strategy with precision
- Portfolio construction
- Reserve optimisation
- Forecasting, planning and reporting
SPV Management
Form, close and manage your SPV
- SPV administration
- AML/KYC services
- Integrated subdoc experience
LP Portfolio Analytics
Discover AI-powered data management
- Portfolio performance analysis
- Investments KPI dashboard
- Automated document aggregation
Deal CRM
Source and win the right deals
- Automated data entry
- AI company research
- Shared pipeline context
LP CRM
Build and retain key LP relationships
- Synced calendar and email data
- Bespoke fundraising pipeline views
- Auto-enriched allocator profiles
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
We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta's technology through the use of APIs to make our operational processes more standardized.
Andrew DeYoung
Managing Director, Kayne Anderson
One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work.
Timothy Cha
Senior Manager, Relativity LLC
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FAQs
You have questions, we have resources and answers.
Built to layer on top the core fund admin platform, add-on products deliver a customised, integrated fund management experience - unlocking operational efficiency and simplifying complexity across tax, compliance and reporting.
Add-on products for Fund Administration include Fund Forecasting, SPV Management, KYC as a Service, Loan Operations and Fund Tax. Contact sales today to customise your plan.
In addition to a full tech stack, you can 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 is built to track all of your entities' ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
Once you sign up, the implementations team will provide full support as you get started. The Carta team will help set up your account, upload all necessary fund and investor data and empower you to navigate and use the platform.
Carta supports fund administration for funds domiciled in the United Kingdom, United States (Delaware), Luxembourg, the Cayman Islands, the Netherlands, Jersey, Guernsey and the British Virgin Islands. If your fund is domiciled in a jurisdiction not listed here, speak to a Carta representative who can advise on your eligibility.
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