Private capital, connected

Carta's intelligent platform connects the data, workflows, and people that drive private capital operations—bringing together cutting-edge AI and expert human service.

All together now

We help the players in private capital manage portfolios, move money, and model the future—all with unprecedented connectivity.

• LP
• GP
• CFO
• CEO
• GC

Explore our solutions

• Private Equity
• Venture Capital
• Private Corporations
• Limited Partners

Our Foundation

The Carta difference

Total command

Gain real-time visibility and control of data and workflows—from a single investment to an entire fund structure—on one easy-to-use platform.

Agentic intelligence

Supercharge productivity and accuracy with context-aware agentic monitoring, proactive orchestration, and process automation.

Strategic modeling

Extract powerful interconnected insights that help you quickly model new scenarios, formulate winning strategies, and make smarter decisions.

Confidence & compliance

Enjoy enhanced data accuracy and traceability—and less time chasing errors—which means smooth and assured report, audit, and tax processes.

End-to-end collaboration

Keep everyone in sync with frictionless workflows and comms between firms, companies, investors, partners, and every player in between.

World-class expertise

Tap into Carta’s bench of seasoned pros—fund admins, tax experts, analysts and more—who deliver unmatched knowledge to inform decision-making.

AI, built different

In private capital, simply saying “AI-powered” isn’t good enough. Discover how a deep foundation of rich data makes Carta’s intelligence...well, intelligent.

Trusted by

• Rachel Yang - Partner, Giant Leap : "Carta has been seamless to work with—the team is professional, responsive and investor-focused. The platform is intuitive, streamlining both our investor experience and internal workflows."
• Eddie Thai - General partner, Ascend Vietnam Ventures : "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."
• Jack Hartpence - Co-Founder and CEO, PowWater : "For cap table management, Carta’s spot on. It’s become the backbone of how we manage ownership. I’m excited to explore how we extend that foundation into their fundraising tools."
• Jeffrey Lee - Managing Director & CFO, NLVC : "Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, and discover it faster. Now that they’ve gotten used to this, they wish more GPs operated this way."
• Yonas Tejoputranto - Head of Finance, Dovetail : "Feedback from stakeholders using Carta has been overwhelmingly positive—praising the platform’s automation, streamlined workflows, and ability to keep processes thoroughly documented, making their experience more efficient than ever."
• Dominic Ong - CFO, EndowUs : "We had a lot of confidence in our numbers and didn’t need to sense-check the results because we knew what was in Carta was correct."
• Mark Munoz - Co-founder, Vectr Fintech : "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..."
• Ronald Pierre - Vice President, Growth Capital, Kayne Anderson : "Anytime capital activity happens within a company, you should see that reflected when you go in and pull up the cap table."
• Brian Montgomery - Chief Financial Officer, Legalist : "The scalability is definitely there with Carta. A platform that connects us to real-time information lets us grow our investor base and asset base."

Carta by the numbers

• 1.7M+ Equity holders on platform
• $4.5T+ Assets on platform
• 50,000+ Companies
• $220B+ Assets under administration
• 9,000+ Funds and SPVs on platform
• $380B+ Portfolio equity value