The agentic ERP for funds

Inside every fund is a complex universe—from cap tables to cap calls, K-1s to KPIs. Carta’s Fund ERP connects them all.

Meet the ERP

A living, intelligent core that connects each corner of your fund—from the front and middle office, all the way back.

Front office

• Identify opportunities and close commitments, fast.
  • Deal CRM
  • LP CRM

Middle office

• Make real-time, data-informed decisions with confidence and clarity.
  • Portfolio analytics
  • Valuations
  • Fund reporting

Back office

• Turn complex fund administration and compliance into operational excellence.
  • Equity Management
  • Fund Administration / Fund financials
  • Tax & compliance
  • LP Portfolio Management

Built for the fund operators of tomorrow, the Carta ERP sits atop three core elements: data connectivity, context-aware AI, and expert human control.

One ledger to connect them all

In a living, unified system, one small change at the asset level ripples across an entire portfolio—all the way to the LP's capital account. That’s the power of connectivity.

The all-seeing system of record maps each share, stakeholder, and obligation across a firm.

Live data means every event and transaction flows from the asset layer, right into the master fund.

Intelligent audit trails connect events in an unbroken sequence, so compliance is never at risk.

Intelligence built on context

More than just “AI-powered,” Carta’s intelligence connects over a decade of deep industry data with your firm’s owned dataset—unlocking unprecedented insight and accuracy.

The general ledger links data contextually, so AI doesn’t have to approximate or guess.

Active reasoning captures the why behind cash rec entries, doc extractions, and LP approvals.

Agent-led workflows learn and understand your intent, turning it into intelligent actions.

Human expertise, superhuman power

Speed means nothing without accuracy, trust, and audit-readiness. That’s why human accountability is etched into the core of every Carta tool and process.

• 400+ finance experts make up the due diligence layer behind every data point, skill, and tool.
• Valuation, tax, and fund specialists inform product innovation and workflow logic.
• Continuous AI monitoring works 24/7 and is backed-up by human review to resolve rare anomalies.

Explore the ERP

Connect workflows and task automation across the back, middle, and front office.

Entity layer

• Assets
• Funds
• Allocators