Plans & Pricing for Venture Capital
Plans & Pricing for Venture Capital
Smart. Scalable. Simple.
Standard ERP
For the early stages of fund formation and management
Core
- Fund Administration
- GP Entity Administration
- LP Portal
- Closings
- LP KYC
- Reporting
- Data Warehouse
- Fund Forecasting
- Auditor Portal
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Every feature powered by Native AI
Advanced ERP
For running and reporting on your audited fund or funds
Core
- Fund Administration
- GP Entity Administration
- LP Portal
- Closings
- LP KYC
- Reporting
- Data Warehouse
- Fund Forecasting
- Auditor Portal
Enterprise
- CRM
- GP Carry Tracking
- API Access
- Self-service Data Collection
- Self-service Portfolio Valuations
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Every feature powered by Native AI
Customise your plan with powerful add-ons
Unlock greater operational efficiency with add-on services, available on any plan
Manco Admin
Unify firm accounting
- Bill pay with expense allocations
- Intercompany balance settlement
- Integrated budgeting engine
US Fund Tax
Get fast, accurate returns
- 1:1 sessions with tax experts
- 1065, K-1s and other state filings
- Real-time status updates
Full-service Portfolio Valuations
Stay audit-ready
- Valuation Associate owns process
- Request edits to any report
- Receive support during an audit
Full-service Data Collection
Outsource data retrieval
- Data Collection team owns process
- Portco data validated by Carta
- Includes KPIs and custom tear sheets
SPVs
Form, close, and manage your SPV
- UK, US, and offshore SPVs
- GP/LPs, LLPs, bare trusts, and Ltd
- KYC/AML services to vet LPs
Standard features
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Standard ERP
Advanced ERP
- Fund & GP Entity Admin
- Connected general ledger Synced with cap table and portfolio data to automate journal entries
- Capital activity management Initiate and fulfill capital calls and distributions start-to-finish in-app
- Granular visibility Trace every number back to its underlying document
- Single, cloud-based platform Centralise all fund operations, data, and communications for firm stakeholders
Fund Accounting
- Event-based accounting Fund events (wire transfers, expenses, fees) booked as they occur
- Preparation of statements and reports P&L, balance sheet, trial balance, SOI, and PCAPs
- Custom reporting Flexible formatting that accommodates custom data and formula creation
- Flow-through accounting across entities Automated complex, inter-entity accounting
Reporting
- Purpose-built custom reporting engine Produce bespoke financials and reports in IFRS, US/UK/Lux GAAP, or your LP's custom standards
- Performance metrics on-demand View up-to-date deal IRR, gross returns, and overall fund performance for any period of time
- ILPA compliant outputs Generate ILPA-approved capital calls, distribution notices, PCAPs
- Transparent commitments and documents Oversee fund activity, commitments, and fund documents including LPAs, subdocs, and K-1s
LP Portal
- Consolidated LP dashboard Secure LP portal access to share documents and streamline communications
- Detailed insights into LP holdings Flexible views of investment performance at an aggregate or individual level
- Document repository across investments
Closings
- Custom and standardised docs Templatised investor questionnaire, bespoke LPA and subscription agreements
- Connected LP experience Investor data flows from subdocs to KYC to the LP portal
- Pre-filled LP data Existing LP data on Carta prepopulates forms for 1-click signing
LP KYC
- Centralised KYC dashboard Track compliance check progress, verify status, and automated risk scoring for each LP
- Customer due diligence reports on demand Export CDD reports with initial KYC screening and ongoing monitoring results
- Ongoing watchlist monitoring and alerts Daily screening against OFAC/sanctions, PEP, Adverse Media, and Enforcement lists
- Comprehensive coverage Stay compliant with multi-jurisdiction coverage
Data Warehouse
- Data centralisation and standardisation Extract, load, and transform data from Carta and third-party sources into one source of truth
- Custom queries and reporting Query builder and AI co-pilot for direct access to fund data without exporting spreadsheets
- Cohort benchmarking Contextualise fund performance against proprietary industry benchmarks
- Data visualisation and analysis Pre-built tables for popular queries and custom visualisations across 100s of data fields
- Save and share reports, dashboards, and folders Generate LP-ready tear sheets with AI-generated commentary from live fund data
Auditor Portal
- Secure auditor access to fund documents Formation docs, agreements, bank statements, transaction history, and side letters in one location
- Portal auto-populated with auditable data A secure, single location for all auditable documents and reports
- In-app audit confirmations Auditors generate, send, and track confirmations to portfolio companies, banks, and legal counsel
- Connected fund tax experience One seamless workflow for tax preparation and audits
Fund Forecasting
- Data-driven portfolio construction Build forward-looking fund models using real-world market data by region and industry
- Connected to portfolio company financials Real-time sync of Carta cap table data eliminates manual portfolio uploads
- Fund performance analysis Compare actuals to original plan, model rounds and dilution impacts, and optimise reserve deployment
- Future round modeling Evaluate upside and downside scenarios at fund and investment level
CRM
- Synced relationship and economic data 360° view of prospective and existing LPs with interaction history and operational data
- Bespoke fundraising pipeline views Customised stages, layouts, and firm-wide visibility to track LP progression and capital activity
- Discovery and auto-enriched allocator profiles Company and market details with relationship strength analysis auto-populated and updated
- Integrated conversation tracking Outlook, Gmail and Calendar sync surfaces all firm interactions in LP contact records
- Deal flow tracking and execution Spreadsheet-style interface with custom task management and live activity feed
- AI-enriched insights on deals and stakeholders 3rd party APIs auto-populate company details and add qualitative analysis
GP Carry Tracking
- Integrated GP member portal GPs get direct access to vesting status, carry value, and distribution history
- Carry issuance with standardised vesting Issue multiple carry grants and auto-generate legal docs and agreements
- Automated allocations and journal entries Fund-to-GP carry allocations synced to accounting systems, tracking vested and unvested percentages
API Access
- Retrieve portfolio company data Access cap tables and investment data for analysis and reporting.
- Export to external systems Integrate Carta data with existing tools and workflows e.g. Salesforce
- Real-time data sync Keep downstream systems updated with live Carta data
Self-service Data Collection
- AI file extraction and standardisation Drill into data points with trackback and audit logs
- Flexible data requests Customise data requests and schedule recurring collections
- Preconfigured and custom metrics 50+ KPIs out of the box, unlimited custom metrics
- Portfolio company portal Manage portfolio company file uploads and KPI completion
- Connect to valuations and forecasting Directly pipe data into Self-Service Portfolio Valuations and Fund Forecasting tools
Self-service Portfolio Valuations
- Range of valuation methods Value your portfolio with public comps, M&A, and backsolve methods
- Automatic waterfall and OPM calculations Utilises S&P Capital IQ Financials data
- One-click SOI updates
- Audit support from trained analysts
Trusted by
Powerful platform capabilities
Included on every plan to keep your fund connected
Native AI functionality in every feature and every plan
AI co-pilot and agents embedded across every tool to automate workflows and surface insights
- Query data in natural language via an AI co-pilot or the Claude plugin
- AI powers complex workflows and automatically completes tasks
- 24/7 monitoring that spots and resolves errors, gaps, and discrepancies
- Agents configure bespoke experiences for you, your firm, and your fund
In Every Feature
Expense management
Track your financial position down to the transaction level
- Custom categorisation rules
- Automatic expense allocations
- Ramp integration
Money movement
Consolidate wire approvals and increase transparency
- Capital calls, distributions, fees, and expenses
- In-app review and approval
Visual accounting
A visual intelligence layer for your entire firm
- Operational and workflow data layers
- Valuation event impact tracing
- Real-time performance and carry data
Real Results
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Investment Accounting Manager, Kapor](/content/uk/en/customer-stories/kapor-capital/index.html)
The most interesting thing about Carta is both its professional services and software. It’s about the relationships you form with your account team. Their ability to be responsive and support us is super important.
Brian Carroll
Partner, M13](/content/uk/en/customer-stories/m13/index.html)
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they've gotten used to this, they wish more GPs operated this way. I think that's going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC](/content/uk/en/customer-stories/northern-light-vc/index.html)
Simple pricing, by the numbers
Eliminate guesswork, with clear pricing from the start.
Plan
Two plans: Standard ERP or Advanced ERP
Funds
Number of funds you're bringing to Carta
Add-on products
Customise your package with add-on products
Your price