Solutions for Venture Capital
Your entire fund, connected
Streamline your back office
Stay on top of fund events, reporting and financial statements with AI agents that monitor fund activity as it happens.
- Centralise every fund event
Capital calls, management fees, distributions
- Get full financial clarity
General ledger, reporting, financial statements
- Partner with expert fund accountants
Accounting services, admin support, filings
Track portfolio health
Make faster decisions with agents that surface complete, real-time and reliable performance data using natural language.
- View up-to-date fund performance
Real-time net and deal IRR, TVPI, DPI, RVPI
- See your stake clearly
Cap tables, statement of investments (SOI)
- Be ready for your next raise - or your next return
Portfolio valuations, scenario modelling
Build trust at scale
Give LPs the transparency they need with access to performance data, reports and documents, all in one place, whenever they need it.
- Close and onboard smoothly
KYC, data rooms, Carta closings, capital calls
- Keep investors informed
Partners hub, performance metrics, PCAPs
- Provide one source of truth
LP Portal, fund commitments, FATCA CRS
Meet the new standard
Accuracy. Clarity. Control. See the fund administration platform in action.
Stay on top of compliance with automated tools for managing KYC/AML.
Raise, return, repeat
Access a suite that starts strong and supports you as you scale, from your first fund to your fifth.
Built for private funds and the people behind them
Give every seat at the table the insights they need.
For CFOs
Track financials in real time - no waiting, no second-guessing, no scrambling before the end of the quarter.
For General Partners
Automate capital calls, KYC compliance and reporting - so you can focus on raising funds and delivering bigger returns.
For Limited Partners
Stay on top of commitments and performance with real-time updates and access to essential docs, all in one place.
Trusted with over 9k funds and SPVs
- Alphaedison VC logo bw | Use for FA Product Page Only
- Ani VC | Use for FA Product Page Only
- emmeline@2
- High Circle Logo
- Kapor Capital | Logo | Magna Pages
- Liquid 2 Ventures | Logo | Magna Pages
- Valor logo bw | Use for FA Product Page Only
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
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IRR Calculator
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Carta Classroom
Discover resources on the basics of private equity and venture.
FAQs
You have questions, we have resources and answers.
Our networked ERP uses AI agents that are context-aware, always-on and operationally intelligent. Our agents handle complex workflows and automatically completes tasks without requiring manual input, such as preparing expenses.
Our agents run 24/7 resolving and flagging discrepancies such as cash reconciliations and tax monitoring and configure custom reports to ensure your firms rules and requirements are incorporated in the output.
Carta has comprehensive solutions for Venture Capital, Private Equity and Private Credit funds.
In addition to a full tech stack, you can partner with a team of experienced fund accountants who can advise on any part of your firm’s workflow including dedicated tax and valuation experts to ensure every report and filing is done with precision.
The 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.
Learn more about Fund Admin here.
Carta offers AML/KYC services to help your fund stay compliant, including investor validation, global sanctions checks and ongoing investor due diligence screening.
Learn more about KYC services here.
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.
Streamline your fund operations
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