# Loan Operations

## Loan operations without limitations

Automate every step and workflow with a connected loan solution purpose-built for private credit.

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Key benefits

01

### Simplify loan operations

Eliminate manual processes and increase accuracy by automating key workflows from loan setup through reconciliation and reporting.

- Manage your loans with ease and control
  Loan setup, covenant tracking

- Automate loan operations at scale
  Interest calculations, cash reconciliation

- Stay audit-ready with streamlined workflows
  Compliance reporting, NAV calculations

02

### Capture every detail

Manage complex loans and unique terms with flexible features for everything from unitranche and delayed draw to margin ratchets and variable fees.

- Leverage a custom loan structuring toolkit
  PIK options, multi-currency, variable rates

- Track changes across your portfolio
  Flexible amendment and covenant doc tracking

- Access loan tracking and fund performance
  Real-time net and deal IRR, TVPI, DPI

03

### Integrate loan and fund ops

Maintain data accuracy with a unified platform where loan details flow right into your GL and interest payments record to fund-level journal entries.

- Streamline fund and loan accounting
  Automated data flow, auditable history

- One-click reporting at loan and fund level
  Dashboards, export reports, borrower portal

- Partner with expert fund accountants
  Accounting services, admin support, filings

## Get services and solutions to optimise your entire fund.

## Every loan. Every fund. Every detail.

Unlock end-to-end automation and comprehensive control across your loan and fund operations.

Core Features

- Loan setup
- Reconciliation
- Covenant tracking
- Real-time reporting

### Loan setup

Capture delayed draws, complex repayment schedules and PIK interest.

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## 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.

### Do I need to be on the Carta platform to access this product?

### Can Carta handle complex loan structures?

### Can Carta support borrowers?

### What reporting does Carta’s platform support?

### Can Carta support my audits or compliance reviews?