Solutions for Private Equity Firms and Companies | Carta
Carta for private equity
Solutions for PE firms and their portfolio companies
2000+ PE-backed portfolio companies use Carta
Carta for portfolio companies
Centralized source of truth
With all equity transactions taking place on Carta, cap tables are updated automatically and are always accurate.
Waterfall modeling
Plan for the future. Understand the payout at various exit scenarios, customized to your specific distribution rules, and run quarterly valuations.
Streamline your equity issuance
Spend less time updating cap tables and issuing securities, giving your team time back to focus on other priorities.
Automate K-1 distributions
Instead of manually sending K-1s every year, Carta will securely send them for you.
Audit-ready valuations
Get fast liquidation threshold and profit interest valuations.
Preferred by stakeholders
Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.
Benefits of having your portfolio companies on Carta
Access the single source of truth data for cap tables and waterfalls
Track valuations for quarterly reporting
Manage your team’s access to your portfolio companies
Manage your fund on Carta
Carta is not just for your portfolio companies. We help thousands of investors with their fund operations - with fund administration, KYC/AML, an LP portal, ASC 820 valuations, and portfolio management and analytics.
Carta’s LLC platform made it easy for us to offer a consistent equity experience to our employees around the world. Timothy Cha, Senior Manager, Compensation Solutions, Relativity
Customer Story - Kayne Anderson
Learn how Kayne Anderson uses Carta to manage its private equity portfolio.
Waterfall modeling for private equity firms and private companies
Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables.
Customer Story - Relativity
Learn why Relativity chose Carta LLC platform to help manage its equity program.
Employee equity guide
Learn how to build an employee equity plan that is right for you.
Work with Carta
Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.