# 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