New views in Visual Accounting to track status and carry

Author: Cesar Ruiz
Read time: 1 minute
Published date: 2 April 2026

Visual Accounting makes it easier to check status on key compliance and reporting workflows and give partners richer insights into their carry economics.

KYC and 2025 financials status in Visual Accounting

Keeping track of KYC collection and 2025 annual reporting status across funds usually means jumping between multiple screens, making it easy to lose sight of who and what needs follow-up. Toggle the 2025 annual reporting status layer to see which funds are Not Started, Preparing, In Review, or Completed. The Partner KYC layer tags each LP as Clear, Needs Attention, or Not Invited so you can spot who needs follow-up before it becomes a blocker.

Give partners a complete view of carry from potential value to final payout

We’ve introduced a new visualization into GP Member Experience that provides detailed visibility into carry accounting. Instead of solely offering a final statement number, partners see a dynamic left-to-right flow from investments to GP entities. Click any entity to see the metrics behind it—allowing partners to track realized distributions or view their potential carry value based on current asset prices. The result: Partners see exactly how a portfolio company exit becomes a personal payout, which means fewer "where did this number come from?" asks for your finance team.

Author: Cesar Ruiz
Cesar Ruiz is the Product Marketing Lead for Private Equity at Carta. Prior to Carta, he led trust and safety product marketing initiatives at Facebook and Twitter covering elections integrity, misinformation, and offline crisis response.