# Carta for private equity

## Solutions for PE firms and their portfolio companies

2000+ PE-backed portfolio companies use Carta

[Learn more](https://fund-forecasting@carta.com/demo/llc-pe/?ir=part-pe-hero1)

## 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.

[Learn more](https://fund-forecasting@carta.com/private-equity/?ir=part-pe-mid)

> 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.

[Read more](https://fund-forecasting@carta.com/customer-stories/kayne-anderson/)

## 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.

[Read more](https://fund-forecasting@carta.com/product-updates/custom-pe-waterfall-modeling/)

## Customer Story - Relativity

Learn why Relativity chose Carta LLC platform to help manage its equity program.

[Read more](https://fund-forecasting@carta.com/customer-stories/relativity/)

## Employee equity guide

Learn how to build an employee equity plan that is right for you.

[Read more](https://fund-forecasting@carta.com/learn/blueprints/)

## 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.

[Request a demo](https://fund-forecasting@carta.com/demo/llc-pe/?ir=part-pe-end1)