Spend more time on deals and less time dealing with your back office.
Carta handles all of your accounting and administration services, so you can spend your time supporting founders, fostering LP relationships, and growing your firm.
Our easy-to-navigate LP Portal ensures your investors always have access to everything they need. LPs can quickly sign subscription documents, view investment-level performance, get vetted financial reports, and receive K-1s and distributions, all with one login.
Carta’s scenario modeling tool offers sensitivity and breakpoint analysis, payout and dilution modeling, and pro-forma cap tables so you can understand the impacts of terms, fundraising, and exits.
Assess investor risk and uncover potential liabilities before calling capital. Carta’s KYC and AML services help your fund stay compliant. We also deliver ASC 820 audit-ready valuations you can feel confident in and help you manage the year-end audit.