The agentic ERP for funds

Inside every fund is a complex universe—from cap tables to cap calls, K-1s to KPIs. Carta’s Fund ERP connects them all.

Meet the ERP

A living, intelligent core that connects each corner of your fund—from the front and middle office, all the way back.

Front office

• Identify opportunities and close commitments, fast.
  • Deal CRM
  • LP CRM

Middle office

• Make real-time, data-informed decisions with confidence and clarity.
  • Portfolio analytics
  • Valuations
  • Fund reporting

Back office

• Turn complex fund administration and compliance into operational excellence.
  • Equity Management
  • Fund Administration / Fund financials
  • Tax & compliance
  • LP Portfolio Management

Built for the fund operators of tomorrow

The Carta ERP sits atop three core elements: data connectivity, context-aware AI, and expert human control.

One ledger to connect them all

In a living, unified system, one small change at the asset level ripples across an entire portfolio—all the way to the LP's capital account. That’s the power of connectivity.

• The all-seeing system of record maps each share, stakeholder, and obligation across a firm.
• Live data means every event and transaction flows from the asset layer, right into the master fund.
• Intelligent audit trails connect events in an unbroken sequence, so compliance is never at risk.

Intelligence built on context

More than just “AI-powered,” Carta’s intelligence connects over a decade of deep industry data with your firm’s owned dataset—unlocking unprecedented insight and accuracy.

• The general ledger links data contextually, so AI doesn’t have to approximate or guess.
• Active reasoning captures the why behind cash rec entries, doc extractions, and LP approvals.
• Agent-led workflows learn and understand your intent, turning it into intelligent actions.

Human expertise, superhuman power

Speed means nothing without accuracy, trust, and audit-readiness. That’s why human accountability is etched into the core of every Carta tool and process.

• 400+ finance experts make up the due diligence layer behind every data point, skill, and tool.
• Valuation, tax, and fund specialists inform product innovation and workflow logic.
• Continuous AI monitoring works 24/7 and is backed-up by human review to resolve rare anomalies.

Explore the ERP

Connect workflows and task automation across the back, middle, and front office.

Front Office

• Deal CRM
• LP CRM

Middle Office

• Portfolio Analytics
• Valuations
• Fund Reporting

Back Office

• Equity Management
• Fund Administration / Fund Financials
• Tax & Compliance
• LP Portfolio Management

Entity layer

• Assets
• Funds
• Allocators