Management Company Administration

Launch a command center for your firm’s finances

Power smarter, more strategic financial operations with a unified platform for management company and fund accounting.

Key benefits

01 Gain firm-level clarity

See your complete financial picture and keep your firm in sync with one system built to handle the complexities of private capital.

• Connect complex workflows into one system
  Budgeting, accounting, fund operations
• Clear intercompany balances in bulk
  Balance tracking, intercompany transfers
• Easily allocate expenses
  Expense splitting across entities, GL codes

02 Operate more efficiently

Streamline workflows from payments to reconciliation—and free up your team to find insights, refine plans, and optimize cash flow.

• Track your financial position in real time
  Direct integrations with banks, Ramp cards
• Save time with connected payments
  Native Bill Pay, linked journal entries
• Automate repetitive tasks
  Event-based accounting, AI-enabled cash rec

03 Budget with confidence

Make more informed financial decisions and plans by turning granular budget details into a clear view of future months and quarters.

• Build a budget in minutes with forecasting
  Past spend, fee schedule from LPAs
• Fine-tune your budget with precision
  Actuals, spend analysis, in-line editing
• Strengthen your financial plans with full visibility
  Cash flow analysis, version history, exports

Connect Ramp to Carta, and see expenses flow from card swipe to general ledger.

Bring precision to every financial decision

Close the loop between spend, revenue, and fund performance with a planning engine that connects your entire firm’s structure.

Core Features

• Expense allocations
• Intercompany balances
• Budget and cash planning
• AI-enabled rules engine

Expense allocations

Split expenses across entities and categorize by GL code.

Trusted by over 5,000 management companies and related entities

We used to spend days cross-referencing spreadsheets and chasing down financial details. With our management company on Carta, those tedious accounting tasks are automated, allowing us to focus on strategy instead of spending too much time in the back office.

Take command of your firm’s finances

Power smarter, more strategic financial operations with a unified platform for management company and fund accounting.