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.

Go beyond formations—get tools and solutions to optimize your entire fund.

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

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.

• DISCLOSURE: Use of Carta's document templates is subject to our terms and conditions. Client is responsible for remaining in compliance with all applicable laws, rules, and regulations.