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."

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.