Solutions for Private Credit

Fund admin and loans, connected

Scale smarter with one integrated solution for managing loans, fund operations and investor relations.
[NEW] Private Credit Solutions Hero - Media | "Fund admin and loans, connected" | All regions

Key benefits
01

Simplify your loan operations

Carta handles key tasks from covenant tracking to interest accrual to reporting, eliminating manual work and keeping you true to your loan agreement.

  • Integrate loan details in one system

    Fund accounting, loan admin, investor reporting

  • Partner with expert fund accountants

    Dedicated support, expert guidance

  • Manage your loans with ease and control

    Loan setup, paydowns, delayed compensation

02

Scale your fund with control

Loan details flow into your GL, providing real-time balance, accrual, and repayment insights - and simplifying reporting, tax prep and K-1s.

  • Access loan tracking and fund performance

    Real-time net and deal IRR, TVPI, DPI

  • Automate loan operations at scale

    Interest calculations, cash reconciliation

  • Stay audit-ready with streamlined workflows

    Compliance reporting, NAV calculations

03

Build trust with LPs

LPs can access reports, view fund performance and track commitments with one login, giving them the transparency and timely updates they expect.

  • Simplify every close with the LP portal

    Sign subdocs, call capital, track commitments

  • Centralise access to fund data

    Real-time metrics, commitments, schedules

  • Stay compliant with KYC/KYT management

    LP verification, transaction monitoring

$220B+In private capital fund AUA
400+Fund accountants
$4.2T+Assets on platform
Demo

See the end-to-end solution

Automate everything from interest calcs to cash reconciliation.

Every loan. Every fund. One view.

Streamline how you manage loans, funds and LP updates - and get expert support when you need it.

Products & Features

Fund Administration

Access up-to-date net and deal IRR, gross returns and overall fund performance.

Learn more
Fund Admin hero

Built for teams

Clarity and control for every role

Equip your team to work smarter, move faster and scale with confidence.

Grid - Asset | Private Credit - Solutions | "Finance Teams | All regions

For Finance Teams

Stay in control and improve accuracy with real-time access to your trial balance and audit-ready reporting.

Grid - Media Asset | Private Credit - Solutions | "GPs" | All regions

For General Partners

Scale efficiently with full visibility into fund data and automated workflows for everything from cap calls to reporting.

Grid - Media Asset | Private Credit - Solutions | "Investor Relations" | All regions

For Investor Relations

Keep investors in the know with instant access to fund documents, fund insights and wire instructions.


Trusted with over 9k funds and SPVs

Headshot of Brian Montgomery, Chief Financial Officer of Legalist.
Having everything automated in Carta helps. Other admins build their own systems and they’re full of tiny errors—even a dollar here and there can make a difference. With Carta, if your inputs are correct, your outcomes are consistent.

FAQs

You have questions, we have resources and answers.

Connect the loan ops with Carta

Eliminate manual work, reduce risk and accelerate your loan operations.
Private Credit Solutions: Integrated Loan and Fund Administration