The Agentic ERP for Funds
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.
Front Office
- Deal CRM
- LP CRM
Middle Office
- Portfolio analytics
- Valuations
- Fund Reporting
Back Office
- Equity management
- Fund administration / fund financials
- Tax & Compliance
- LP Portfolio Management
Entity layer
- Assets
- Funds
- Allocators
Trusted by
"With Carta, I can review a high volume of data in a fraction of the time. Because the same data powers both fund administration and tax reporting, I can work in one system throughout. It expedites the process."
Matt Moran, Chief Financial Officer, DataTribe"We can balance internal and compliance deadlines all year because information is always flowing. I don’t have to do anything: Carta has our master data and automatically syncs it between administration and taxes."
Ankur Jain, Managing partner, Emergent Ventures"Understanding where Carta is going with AI is really awesome. A lot of companies can have their C-suite get up and talk where they’re going, but we've actually seen the execution with Carta."
Trevor Lund, VP of Finance, Pelion
Dive deeper
- A network ERP: Learn how Carta is building the first network ERP for private capital.
- Change Agents: View the latest in AI at Carta: product launches, innovations, and more.
- 2026 roadmap: Discover everything Carta's product teams are building this year.
- FA in the era of AI: Move from event-based to agent-orchestrated.
Ready to get connected?
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