Fund Formations

Form your fund the right way, from the start

Get expert guidance to build and scale your fund on a solid foundation, from thesis to launch.

Key benefits

01

Set your fund up for success

Build your fund with the help of an expert team, from setting up legal entities to planning your first capital call, ensuring your fund is formed on a solid foundation.

• Develop a comprehensive fund model Fundraising, fund management, budgeting

• Get tailored support from formation specialists Strategic guidance, 1:1 sessions

• Access a step-by-step formation process Formation filings, legal templates, first close

02

Efficiently close investors

Through an integrated closing experience, share subdocs, run KYC checks, and gain insight into where investors are in the process without needing to ask.

• Safely share and view any document Virtual data rooms, LP portal

• Smooth subdocs experience Sign documents, track status, guided support

• Assess investor identity risk with due diligence KYC/AML services, global sanctions checks

03

Grow on one platform

Whether you’re an emerging manager or a seasoned investor, access scalable services and support across all your funds, from formation to administration.

• Full-stack fund administration Financials, real-time metrics, capital activity

• Continued formation of new funds Fund, management company, GP entity

• Support for returning investors LP portal, pre-filled sub docs

Explore the fund formation tool

See the process of structuring your fund, defining terms, and signing docs.

Access a full suite to get your fund off the ground

Form your fund, administer the first close, and execute your first capital call—all in six weeks.

Core Features

Operational planning model KYC/AML services Dedicated advisory support Carta Closings

Operational planning model

Easily develop a robust financial model for the lifetime of your fund.

Trusted with over 9k funds and SPVs

Being able to educate LPs about what it means to invest and their expectations around capital—that’s what enabled us to bring on the best investors and we were able to because of conversations with Carta.

FAQs

You have questions, we have resources and answers.

How can I get started with Carta Fund Administration?

What fund formation services does Carta offer?

What fund formation documents are offered?

How does Carta Closings work?

What is offered with fundraising data rooms?

Form your fund the right way

Get expert guidance to build and scale your fund on a solid foundation, from thesis to launch.