Solutions for Private Credit

Fund admin and loans, connected

Scale smarter with one integrated solution for managing loans, fund operations, and investor relations.

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Key benefits

01

Simplify your loan operations

Carta handles key tasks from term tracking to interest accrual to reporting, eliminating manual work and keeping you true to your loan agreement.

• Integrate loan details in one system
  Fund accounting, loan admin, investor reporting
• Partner with expert fund accountants
  Dedicated support, expert guidance
• Manage your loans with ease and control
  Loan setup, disbursement, covenant tracking

02

Scale your fund with control

Loan details flow into your GL, providing real-time balance, accrual, and repayment insights—and simplifying reporting, tax prep, and K-1s.

• Access loan tracking and fund performance
  Real-time net and deal IRR, TVPI, DPI
• Automate loan operations at scale
  Interest calculations, cash reconciliation
• Stay audit-ready with streamlined workflows
  Compliance reporting, NAV calculations

03

Build trust with LPs

LPs can access reports, view fund performance, and track commitments with one login, giving them the transparency and timely updates they expect.

• Simplify every close with the LP portal
  Sign subdocs, call capital, track commitments
• Centralize access to fund data
  Real-time metrics, commitments, schedules
• Unlock a seamless tax season
  Receive tax returns, K-1s, Form 1065

See the end-to-end solution

Automate everything from interest calcs to cash reconciliation.

Every loan. Every fund. One view.

Streamline how you manage loans, funds, and LP updates—and get expert support when you need it.

Fund Administration

Access up-to-date net and deal IRR, gross returns, and overall fund performance.

Clarity and control for every role

Equip your team to work smarter, move faster, and scale with confidence.

For Finance Teams

Stay in control and improve accuracy with real-time access to your trial balance and audit-ready reporting.

For General Partners

Scale efficiently with full visibility into fund data and automated workflows for everything from cap calls to reporting.

For Investor Relations

Keep investors in the know with instant access to fund documents, fund insights, and wire instructions.

Trusted with over 9k funds and SPVs

Having everything automated in Carta helps. Other admins build their own systems and they’re full of tiny errors—even a dollar here and there can make a difference. With Carta, if your inputs are correct, your outcomes are consistent.

FAQs

You have questions, we have resources and answers.

Can Carta support borrowers?

What asset classes does Carta support?

Can Carta handle complex loan structures?

Can Carta handle my fund’s tax needs?

How will my LPs use Carta?

Connect the ops with Carta

Eliminate manual work, reduce risk, and accelerate your operations.