Solutions for Private Equity
Connected PE fund management
Centralise your PortCos
Save time chasing data and manage ownership, valuations and cap tables from one dashboard, giving you full visibility into your portfolio.
- Streamline equity management across entities
Vesting schedules, hurdles, liquidity events
- Access data from a single hub
Cap tables, waterfalls, tax reporting
- View aggregated PortCo performance clearly
On-demand metrics, insights, reporting
Model any scenario with precision
Automate cap table creation and data collection with AI doc extraction. Model exits, valuations or dividends on demand with accurate and auditable results.
- Automate complex operating agreements
Waterfalls, distributions, real-time cap table
- Audit every calculation in your waterfall
Verify every breakpoint, allocation and hurdle
- Simplify quarterly valuations
Auditor ready multiples and rationale by AI
Streamline your fund operations
Optimise how you run your fund or SPV. Access real-time metrics, deliver timely investor tax reports and strengthen LP relationships, all from a single ledger.
- Manage your fund with ease and control
Real time metrics, expert support, KYC checks
- Boost investor confidence with the LP portal
Fulfill capital calls, pre-fill subdocs with AI
- Experience a smoother tax season
Year-end filings, tax reports, compliance
Bring all your PortCos into focus
See how one dashboard keeps your team aligned on every investment.
Every tool in one place. That’s the new standard.
Meet the connected suite that powers your entire portfolio.
Cap Table Management
Manage PortCo equity plans, add stakeholders, track MIPs, set hurdles.
Learn more
Fund Administration
Manage your portfolio in real-time, with on-demand insights and fund metrics.
Learn more
Valuations
Get fast, accurate valuations for carried interest hurdles, growth shares or exits.
Learn more
Designed for every seat at the table
Empower your team to keep your fund rolling, no matter the role.
For CFOs
Connect fund operations and PortCo workflows to ensure full visibility, control and strategic collaboration.
For Deal Teams
Access up-to-date cap tables, model exits and simplify reporting to save time and reduce errors.
For Associates
Leave the spreadsheets behind. Focus on deals, not data cleanup - with automation and real-time updates.
Trusted with $3.2T Assets on Platform
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
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
It’s great to have our back office in one place and know our firm’s information is centrally housed so there can be natural synergies between accounting and taxes. The time savings from templates —instead of creating our own capital calls and emailing and tracking each one—is difficult to quantify, but it’s substantial.
Eduardo Zaldivar
Co-founder and managing partner, Mosaic ETA
1 / 1
Related resources
- Product Updates
Software for Fund CFOs
Read more about the first networked accounting solution built for CFOs.
- Data
PE Ownership Trends
See the progress PE has made toward expanding employee ownership.
- Article
AML & KYC Compliance
Discover compliance best practices and how Carta can streamline KYC.
- Collections
Carta Classroom
Discover resources for private equity teams—from analysts to CFOs.
FAQs
You have questions, we have resources and answers.
You can sign up for a demo of the product here or take an interactive video tour to learn more about how Carta’s software and solutions works.
Carta is built to track all of your entities' ownership in one account. Admins can toggle between the cap tables and view multi-entity ownership structures all in one place.
You can access and manage most equity incentive instruments, including but not limited to preferred and ordinary shares, growth shares, hurdle shares management incentive units, options and warrants on the Carta platform.
Once onboarded, LPs can quickly and securely access documents, fund-level performance data and commitments - easily navigating between an investment overview and individual investment metrics.
LPs can also track total commitment, amount contributed, vintage year and net asset balance for a more granular view.
To see how the LP portal works, take an interactive tour.
With the Global KYC service, you can verify investors and run ongoing due diligence including multi-jurisdiction KYC, FATCA/CRS support, third party delegation and LP risk scoring.
Welcome to the new standard
![[Reusable Media] | Private Equity | Banner Option 1](/_next/image/?url=https%3A%2F%2Fimages.ctfassets.net%2Fy88td1zx1ufe%2F6VsRWew9zMcPrngfkY4Icm%2F0e4523f9d6e74f8f58174cd4f9425da2%2FBanner_-_PE_solutions.png&w=3840&q=75)