Private capital, connected

Carta's intelligent platform connects the data, workflows and people that drive private capital operations – bringing together cutting-edge AI and expert human service.

All together now

We help the players in private capital manage portfolios, move money and model the future – all with unprecedented connectivity.

• LP
• GP
• CFO
• CEO
• GC

Explore our solutions

• Private Equity
• Venture Capital
• Private Corporations
• Limited Partners

The Carta difference

Total command

Gain real-time visibility and control of data and workflows – from a single investment to an entire fund structure – on one easy-to-use platform.

Agentic intelligence

Supercharge productivity and accuracy with context-aware agentic monitoring, proactive orchestration and process automation.

Strategic modelling

Extract powerful interconnected insights that help you quickly model new scenarios, formulate winning strategies and make smarter decisions.

Confidence & compliance

Enjoy enhanced data accuracy and traceability – and less time chasing errors – which means smooth and assured report, audit and tax processes.

End-to-end collaboration

Keep everyone in sync with frictionless workflows and comms between firms, companies, investors, partners and every player in between.

World-class expertise

Tap into Carta’s bench of seasoned pros – fund admins, tax experts, analysts and more – who deliver unmatched knowledge to inform decision-making.

AI, built different

In private capital, simply saying “AI-powered” isn’t good enough. Discover how a deep foundation of rich data makes Carta’s intelligence...well, intelligent.

Trusted by

• Matt Moran
  Chief Financial Officer, DataTribe: "With Carta, I can review a high volume of data in a fraction of the time. Because the same data powers both fund administration and tax reporting, I can work in one system throughout. It expedites the process."
• Ronald Pierre
  Vice President, Growth Capital, Kayne Anderson: "Anytime capital activity happens within a portfolio company, within a day or two, you should see that reflected when you go in and pull up the cap table. For our companies that have Carta, it’s just a great benefit."
• Eric Mogil
  Chief Growth Officer, RADAR: "We loved that we didn’t have to have different firms for our cap table management, 409A valuations and QSBS attestation letter. The fact that Carta does it all makes things so much easier."
• Troy Sultan
  CEO and Co-founder, Guide: "We saw the cap table and the auxiliary functionality – tax, compliance, the total comp – all coming around the Carta ecosystem, and we felt Carta has this network effect that we wanted to buy into."
• Ankur Jain
  Managing partner, Emergent Ventures: "We can balance internal and compliance deadlines all year because information is always flowing. I don’t have to do anything: Carta has our master data and automatically syncs it between administration and taxes."
• Hugh M. Schwab
  Managing Partner and Co-founder, Future Labs Capital: "We’re now a global, EBITDA-positive company, and the transition required minimal effort because everyone was already connected through Carta. When I prepare reports and update LPs, I know the data is accurate."
• Salil Deshpande
  GP, Uncorrelated Ventures: "Carta is our central nervous system for fund admin. When Carta Fund Tax was announced, I was eager to consolidate yet another function. They already had all of our fund’s data, so it made sense to let them prepare our returns."
• Brian Montgomery
  Chief Financial Officer, Legalist: "The scalability is definitely there with Carta. A platform that connects us to real-time information lets us grow our investor base and, following, our asset base. Without a partner like Carta, we run into bottlenecks."
• Timothy Cha
  Senior Manager, Relativity LLC: "Our company employs people in eight countries across three continents, which makes things complex. Carta LLC allows us to not only operationalise that process, but also offer a quality experience to employees."

Carta by the numbers

• 1.7M+ Equity holders on platform
• $4.5T+ Assets on platform
• 50,000+ Companies
• $220B+ Assets under administration
• 9,000+ Funds and SPVs on platform
• $380B+ Portfolio equity value