Carta SPVs: An Offering That Drives Accuracy and Efficiency for UK Investors

Carta SPVs: An offering that drives accuracy and efficiency for UK investors

Author: The Carta Team
Read time: 2 minutes
Published date: March 27, 2025

Introducing Carta's new end-to-end SPV solution for institutional investors in the UK. Learn how you can form, close, and manage an SPV with accuracy and efficiency—all on a single platform.

Contents

Drawn-out incorporation processes, messy LP closings, missing or inaccurate data: these are just some of the challenges you might have to contend with when forming and managing a special purpose vehicle (SPV). Even once your SPV is up and running, ongoing compliance obligations and reporting requirements take time out of an already busy schedule – time that could be spent investing.

That’s why Carta built an end-to-end solution for SPVs, allowing investors to call capital, track performance and manage taxes on a single platform. Now, we’re launching a premium offering for the UK, starting with a co-investment GP/LP SPV tailored to the needs of institutional investors.

Here’s how Carta drives accuracy and efficiency throughout the entire lifecycle of your SPV – from formation all the way to distribution.

Effortless setup and management

Don’t waste time switching between email, Excel and software tools. It’s now possible to administer every aspect of your UK SPV on Carta, from legal document creation and entity formation to registered agent services and bank account setup. With a streamlined platform designed to handle the paperwork for you, Carta is faster and more cost-effective than traditional providers.

Build a custom SPV package according to your needs, depending on how your SPV is configured and any additional services you require, such as tax and accounting preparation or FATCA/CRS reporting.

Professional investor onboarding

Carta simplifies the process of closing limited partners into your SPV, without sacrificing on security. We conduct KYC on all SPV stakeholders before onboarding them onto the platform, to manage risk effectively. Our in-app closing tools and dedicated LP experience allow investors to securely sign subdocs, fulfill capital calls and access important documents – all in one place.

What’s more, both you and your investors can benefit from hands-on support from a team of over 180 fund admin professionals. Unlike other SPV providers, Carta doesn’t charge unexpected fees for additional guidance.

Simplified compliance and reporting

Hard-to-track SPV status updates cause friction on both sides of the table. With Carta’s centralised platform, all the information you need is at your fingertips. Our GP portal allows you to access SPV information while controlling what data your LPs see.

By working with a single source of truth instead of multiple files or systems, you’ll be able to handle reporting and compliance obligations with ease. Our dedicated tax and audit experts can also support you with regulatory filings, anti-money laundering compliance and audit guidance.

The end-to-end SPV solution

As a premium provider trusted with over 6000 SPVs and more than 2000 funds globally, Carta is ideally positioned to support institutional investors in the UK. We combine powerful, efficiency-driving software and deep expertise to help you form, close and run your SPV with confidence.

Streamline your special purpose vehicle on Carta.

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

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