incorporation

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.

Explore our solutions

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.

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