# Solutions for Private Equity

## Connected PE fund management

Meet the first unified software suite that gives PE fund CFOs unprecedented visibility, 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

- Experience a smoother tax season
  Year-end filings, investor K-1s, audit 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

## The Executive Equity Report

Stay up to date on performance terms, vesting schedules, and grant benchmarks from across the PE landscape.

## FAQs

### What asset classes does Carta support?

### Can I manage ownership across multiple entities?

### What types of securities can be managed on Carta?

### What can investors see from the LP Portal?

### What does Carta offer for tax services and support?

## Welcome to the new standard

From full visibility into PortCo performance to verifiable waterfalls, meet integrated fund software with standards as high as yours.