# Solutions for Private Credit

## Fund admin and loans, connected

Scale smarter with one integrated solution for managing loans, fund operations and investor relations.

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Key benefits

01

### Simplify your loan operations

Carta handles key tasks from covenant tracking to interest accrual to reporting, eliminating manual work and keeping you true to your loan agreement.

- Integrate loan details in one system  
  Fund accounting, loan admin, investor reporting
- Partner with expert fund accountants  
  Dedicated support, expert guidance
- Manage your loans with ease and control  
  Loan setup, paydowns, delayed compensation

02

### Scale your fund with control

Loan details flow into your GL, providing real-time balance, accrual, and repayment insights - and simplifying reporting, tax prep and K-1s.

- Access loan tracking and fund performance  
  Real-time net and deal IRR, TVPI, DPI
- Automate loan operations at scale  
  Interest calculations, cash reconciliation
- Stay audit-ready with streamlined workflows  
  Compliance reporting, NAV calculations

03

### Build trust with LPs

LPs can access reports, view fund performance and track commitments with one login, giving them the transparency and timely updates they expect.

- Simplify every close with the LP portal  
  Sign subdocs, call capital, track commitments
- Centralise access to fund data  
  Real-time metrics, commitments, schedules
- Stay compliant with KYC/KYT management  
  LP verification, transaction monitoring

## See the end-to-end solution

Automate everything from interest calcs to cash reconciliation.

## Every loan. Every fund. One view.

Streamline how you manage loans, funds and LP updates - and get expert support when you need it.

### Fund Administration

Access up-to-date net and deal IRR, gross returns and overall fund performance.

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## Clarity and control for every role

Equip your team to work smarter, move faster and scale with confidence.

### For Finance Teams

Stay in control and improve accuracy with real-time access to your trial balance and audit-ready reporting.

### For General Partners

Scale efficiently with full visibility into fund data and automated workflows for everything from cap calls to reporting.

### For Investor Relations

Keep investors in the know with instant access to fund documents, fund insights and wire instructions.

## Trusted with over 9k funds and SPVs

> Having everything automated in Carta helps. Other admins build their own systems and they’re full of tiny errors—even a dollar here and there can make a difference. With Carta, if your inputs are correct, your outcomes are consistent.

## FAQs

### Can Carta support borrowers?

### What asset classes does Carta support?

### Can Carta handle complex loan structures?

### How is KYC/KYT handled for the LPs and loans?

### How will my LPs use Carta?

## Connect the loan ops with Carta

Eliminate manual work, reduce risk and accelerate your loan operations.