Keep an eagle eye over shared expenses

Author:

Sam Engel

Read time:

1 minute

Published date:

29 October 2025

When your management company pays a shared expense, instantly split it across entities—giving you effortless traceability.

Faster, cleaner allocations without the spreadsheets

Use Carta's built-in calculator to split expenses across entities as you pay them. You choose the entities and allocation method, and Carta handles the calculations for you. Current allocation methods include splitting pro rata by commitment, by dollar amount, or by percentage—with more on the way.

Manage reimbursements with confidence

By capturing allocation details at the time of payment, you can easily recover eligible expenses to the management company without the guesswork. For extra assurance, every allocation creates an automatic audit trail showing how and why each expense was split, giving you documentation that satisfies both auditors and investors.

Making your management company more powerful

Expense allocations give you a structured, convenient, and traceable way to stay on top of your shared expenses. And there’s more coming to make your management company smarter. We’re building on top of this in Q4 with features like intercompany balance clearing, enabling you to manage all your reimbursements between entities at the same time.

Allocate Expenses Directly from Bill Pay

Easily set up a payment request, allocate the expense across entities, and submit for processing.

Author: Sam Engel

Sam Engel is a Lead Product Marketing Manager for Carta's Fund Administration product. Prior to Carta, he ran a consultancy specializing in marketing strategy and market research, and also built marketing programs at startups.