# 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.

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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.

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## 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.