SPV Management

Form, close, and manage your SPV from end-to-end

From formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for every investor.

Key benefits

01

Choose your foundation

From flexibility in asset types to support for a variety of fee and carry structures and customizable add-ons, tailor your SPV to fit your needs.

• Form institutional SPVs
  Delaware LLC or LP

• Raise capital anywhere
  U.S., offshore, and international SPVs

• Access customizable add-ons
  Reporting periods, side letters, carry structures

02

Efficiently form and close

Experience implementation guidance at every step, from account setup to investor compliance checks and integrated closings.

• Personalized onboarding team
  Setup, demo walkthroughs, 1:1 sessions

• Guided in-app formation process
  Formation filings, legal docs, banking setup

• Smooth subdoc experience
  Pre-fill subdocs with AI, track status

03

Focus on running your SPV

Spend less time on admin and more time investing, with one platform to help you call capital, track performance, and manage taxes.

• Full-stack fund administration
  Real-time SOI, investment insights, LP Portal

• Premier support from an experienced team
  Financials, capital activity, treasury services

• End-of-year readiness and resources
  Tax filings, audit support, add-on tax services

See SPVs in action

Watch how you can easily form your SPVs in just a few clicks.

Unlock a seamless tax season with your fund accounting and taxes in one place.

The all-inclusive platform for SPVs

Focus more time on investing with solutions designed to handle the admin work for you.

Core Features

• Carta Closings
• Dedicated LP portal
• KYC/AML services
• Comprehensive tax services

Carta Closings

Experience a faster closing with AI-filled subdocs and investor support.

Trusted with over 9k funds and SPVs

High Circle Ventures could not have grown exponentially in just six or seven months if it hadn’t been for the Carta platform. The platform is very intuitive and user friendly.

FAQs

You have questions, we have resources and answers.

What asset classes does Carta support?

Do I need to be on the Carta platform to access this product?

What is included with institutional SPVs?

What audit support is offered with SPVs?

What tax services and support are offered with SPVs?

Form, close, and manage your SPV

From formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for every investor.