Private Equity Software: Connected Private Equity Fund Management
Solutions for Private Equity
Connected PE fund management
Meet the unified software suite built for Asia-Pacific, the Middle East, and Africa—giving fund CFOs clarity, precision, and control.
Key benefits
01 Centralize your PortCos
Save time chasing data and manage ownership, valuations, and cap tables from one dashboard, giving you total visibility into your portfolio.
- Streamline equity management across entities
Vesting schedules, hurdle rates, liquidation - Access data from a single hub
Cap table management, waterfalls, K-1s - View aggregated PortCo performance clearly
On-demand metrics, insights, reporting
02 Model any scenario with precision
Automate cap table creation and data collection with AI doc extraction. Precisely model exits, valuations, or distributions on demand with auditable results.
- Automate complex operating agreements
Waterfalls, distributions, real-time cap table - Audit every calculation in your waterfall
Verify breakpoints, allocations, threshold values - Simplify quarterly valuations
Auditor ready multiples and rationale by AI
03 Streamline your fund operations
Optimize how you run your fund or SPV. Access real-time metrics, deliver timely K-1s, and build stronger LP relationships, all powered by your general ledger.
- Manage your fund with ease and control
Real-time metrics, expert support, KYC checks - Boost investor confidence with the LP portal
Fulfill capital calls, pre-fill subdocs with AI - Premier support from an experienced team
Secure messaging, single threads, support
Bring all your PortCos into focus
See how to keep your team in sync with a single dashboard for all investments.
Create and manage special purpose vehicles (SPVs) that fit your needs.
Every tool in one place. That’s the new standard.
Meet the connected suite that powers your entire portfolio.
Products & Features
- Cap Table Management
- Waterfall Modeling
- Fund Administration
- Financial Reporting
- Portfolio valuations
- Distributions
Cap Table Management
Manage PortCo equity plans, measure performance, and easily add stakeholders.
Designed for every seat at the table
Empower your team to keep your fund rolling, no matter the role.
For CFOs
Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.
For Deal Teams
Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting—saving time and reducing errors.
For Associates
Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.
Trusted with over 4.5 trillion assets on platform
Testimonials
Andrew DeYoung
Managing Director, Kayne Anderson
“We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized.”Pedro Diaz De Leon
Director, Sikich
“With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.”Timothy Cha
Senior Manager, Relativity LLC
“One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work.”
Frequently Asked Questions (FAQs)
Where can I interact with the Private Equity product suite?
Can I manage ownership across multiple entities?
What types of securities can be managed on Carta?
What can investors see from the LP Portal?
How does Carta support KYC and AML compliance for my fund?
Welcome to the new standard
From full visibility into PortCo performance to verifiable waterfalls, meet integrated fund software with standards as high as yours.