FOR INVESTORS

You invest. We’ll handle the rest.

Spend more time on deals and less time dealing with your back office.
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Do more with Carta

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Enjoy full transparency with real-time status updates on your fund’s tasks and instant visibility into your fund’s operations, wherever you are.

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Carta handles all of your accounting and administration services, so you can spend your time supporting founders, fostering LP relationships, and growing your firm.

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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.

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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.

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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.

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Run your fund on Carta