Smart. Scalable. Simple.
Standard ERP
For the early stages of fund formation and management
- Fund Administration
- GP Entity Administration
- LP Portal
- Closings
- LP KYC
- Reporting
- Data Warehouse
- Fund Forecasting
- Auditor Portal
Advanced ERP
For running and reporting on your audited fund or funds
- Fund Administration
- GP Entity Administration
- LP Portal
- Closings
- LP KYC
- Reporting
- Data Warehouse
- Fund Forecasting
- Auditor Portal
- CRM
- GP Carry Tracking
- API Access
- Self-service Data Collection
- Self-service Portfolio Valuations
Customise your plan with powerful add-ons
Unlock greater operational efficiency with add-on services, available on any plan
Manco Admin
Unify firm accounting
- Bill pay with expense allocations
- Intercompany balance settlement
- Integrated budgeting engine
US Fund Tax
Get fast, accurate returns
- 1:1 sessions with tax experts
- 1065, K-1s and other state filings
- Real-time status updates
Full-service Portfolio Valuations
Stay audit-ready
- Valuation Associate owns process
- Request edits to any report
- Receive support during an audit
Full-service Data Collection
Outsource data retrieval
- Data Collection team owns process
- Portco data validated by Carta
- Includes KPIs and custom tear sheets
SPVs
Form, close, and manage your SPV
- UK, US, and offshore SPVs
- GP/LPs, LLPs, bare trusts, and Ltd
- KYC/AML services to vet LPs
Standard features
Powerful platform capabilities
Native AI functionality in every feature and every plan
AI co-pilot and agents embedded across every tool to automate workflows and surface insights
- Query data in natural language via an AI co-pilot or the Claude plugin
- AI powers complex workflows and automatically completes tasks
- 24/7 monitoring that spots and resolves errors, gaps and discrepancies
- Agents configure bespoke experiences for you, your firm and your fund
Expense management
Track your financial position down to the transaction level
- Custom categorisation rules
- Automatic expense allocations
- Ramp integration
Money movement
Consolidate wire approvals and increase transparency
- Capital calls, distributions, fees and expenses
- In-app review and approval
Visual accounting
A visual intelligence layer for your entire firm
- Operational and workflow data layers
- Valuation event impact tracing
- Real-time performance and carry data
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
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
1 / 1
Simple pricing, by the numbers
Eliminate guesswork, with clear pricing from the start.
Plan
Two plans: Standard ERP or Advanced ERP
Funds
Number of funds you're bringing to Carta
Add-on products
Customise your package with add-on products
Your price
FAQs
You have questions, we have resources and answers.
The Standard ERP plan equips your fund's early operations. Advanced ERP adds LP CRM, carry tracking, and self-service reporting — built for funds managing larger portfolios and institutional reporting requirements.
Built to layer on top of your plan, add-on products deliver a customised, integrated fund management experience—unlocking operational efficiency and simplifying complexity across KYC/AML, tax, and CRM.
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, private equity and private credit, servicing some of the largest private funds in the industry.
Switching to Carta is fast and reliable—we provide committed onboarding timelines that you can rely on and leverage AI to minimise the administrative costs of changing providers.
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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DISCLOSURE: This communication is on behalf of Carta Financial Technologies, LLC ("Carta Financial"), an affiliate 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, and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta Financial offers capital call lines through a strategic partnership with Coastal Community Bank, a Member, FDIC ("Coastal"). If you are approved for a capital call line of credit, Coastal will be your lender. Carta Financial is not providing legal, financial, accounting, or tax advice or any other professional advice or service. Neither Carta nor Carta Financial assumes any liability for reliance on the information provided herein.
Coastal's obligation to provide a capital call line of credit to you will be subject to customary conditions, including but not limited to Coastal's satisfactory completion of due diligence on you, your general partner and your LPs, there being no material adverse change in your business/financial condition, and final, executed loan documents. Also, by submitting an application for a capital call line of credit, you authorize Carta Financial to review all information about you and your partners that you provide to or receive from any Carta Financial affiliate.