FUND ADMINISTRATION

Manage your entire fund, in one unified platform

Experience fund admin at the intersection of world class service and autonomous agents, giving fund CFOs full visibility and control.

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Key benefits

01

Run every operation, on demand

Through a centralised platform, view up-to-date performance, manage fund activity, and communicate with your fund admin—all from a single log-in.

• View up-to-date fund performance
  Real-time net and deal IRR, TVPI, DPI, RVPI

• Accelerate every fund event
  Initiate capital calls, distributions, investments

• Fast, reliable onboarding
  Committed timelines, AI-driven data migration

02

Exceed LP expectations

Give LPs one place to sign subdocs, fulfill capital calls, and view investment performance—making it effortless to get the information they need, when they need it.

• Seamless closings process
  Pre-fill subdocs with AI, track status

• Strengthen LP trust with on-demand data
  Pull reports in natural language, connect to MCP

• Consolidated investment experience
  Capital calls, tax returns, distributions

03

Scale without limits

From managing taxes to modelling exit scenarios, unlock new tools to support growth at every stage, with a dedicated team of fund accountants at your side.

• Partner with expert fund accountants
  Strategic guidance, 1:1 sessions

• Spot discrepancies with agents running 24/7
  Cash reconciliation, tax monitoring, SOI tagging

• Access end-of-year resources
  Year-end tax filings, tax returns, audit support

Demo

Every fund event, centralised

See how easy it is to track, transact, and manage your fund from one dashboard.

Take an interactive tour

Go beyond the desk—run your fund on the go with the Carta Carry app.

Explore the app

Discover a full ecosystem of tools

With every process connected to one unified system, experience an all-in-one solution powered by a team of expert fund admins.

Core Features

Fund Forecasting | SPVs | Fund Tax | Fund Formations

Fund Forecasting

Guide your fund’s strategy with data-driven precision.

Learn more

Trusted with $220B+ in private capital fund assets under administration

Testimonials

• 
  Our LPs provide fund managers the fuel to survive, thrive, and grow. So we give them the information they need, and Carta’s software is a core component of that work for us.
  Eddie Thai
  General partner, Ascend Vietnam Ventures

• 
  When you think of everything that we do, Carta has automated it in a way that saves us time and allows us to focus on delivering value to our portfolio companies and investors.
  Mark Munoz
  Co-founder, Vectr Fintech

• 
  Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they’ve gotten used to this, they wish more GPs operated this way. I think that’s going to be the magic of Carta.
  Jeffrey Lee
  Managing Director & CFO, NLVC

FAQs

What support and services are included with Fund Admin?

Does Carta offer products and services to support Private Equity?

What can investors see from the LP portal?

What does Carta offer for tax services and support?

Where can I interact with the Fund Admin product?

Manage your entire fund, in one platform

Experience fund admin at the intersection of world-class service and our agentic platform, giving fund CFOs full visibility, accuracy, and control.

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