# Solutions for Private Equity

## Connected PE fund management

Meet the software suite that gives PE fund CFOs unprecedented visibility, precision and control.

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## Key benefits

### 01 Centralise your PortCos

Save time chasing data and manage ownership, valuations and cap tables from one dashboard, giving you full visibility into your portfolio.

- Streamline equity management across entities
  Vesting schedules, hurdles, liquidity events

- Access data from a single hub
  Cap tables, waterfalls, tax reporting

- View aggregated PortCo performance clearly
  On-demand metrics, insights, reporting

### 02 Model any scenario with precision

Automate cap table creation and data collection with AI doc extraction. Model exits, valuations or dividends on demand with accurate and auditable results.

- Automate complex operating agreements
  Waterfalls, distributions, real-time cap table

- Audit every calculation in your waterfall
  Verify every breakpoint, allocation and hurdle

- Simplify quarterly valuations
  Auditor ready multiples and rationale by AI

### 03 Streamline your fund operations

Optimise how you run your fund or SPV. Access real-time metrics, deliver timely investor tax reports and strengthen LP relationships, all from a single ledger.

- Manage your fund with ease and control
  Real time metrics, expert support, KYC checks

- Boost investor confidence with the LP portal
  Fulfill capital calls, pre-fill subdocs with AI

- Experience a smoother tax season
  Year-end filings, tax reports, compliance

## Bring all your PortCos into focus

See how one dashboard keeps your team aligned on every investment.

## Every tool in one place. That’s the new standard.

Meet the connected suite that powers your entire portfolio.

### Cap Table Management

Manage PortCo equity plans, add stakeholders, track MIPs, set hurdles.

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## Designed for every seat at the table

Empower your team to keep your fund rolling, no matter the role.

### For CFOs

Connect fund operations and PortCo workflows to ensure full visibility, control and strategic collaboration.

### For Deal Teams

Access up-to-date cap tables, model exits and simplify reporting to save time and reduce errors.

### For Associates

Leave the spreadsheets behind. Focus on deals, not data cleanup - with automation and real-time updates.

## Trusted with $3.2T Assets on Platform

### Testimonials

- **Andrew DeYoung**, Managing Director, Kayne Anderson  
  *"We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized."*

- **Pedro Diaz De Leon**, Director, Sikich  
  *"With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors."*

- **Eduardo Zaldivar**, Co-founder and managing partner, Mosaic ETA  
  *"It’s great to have our back office in one place and know our firm’s information is centrally housed so there can be natural synergies between accounting and taxes. The time savings from templates —instead of creating our own capital calls and emailing and tracking each one—is difficult to quantify, but it’s substantial."*

## FAQs

### Where can I interact with the Private Equity product suite?  
### Can I manage ownership across multiple entities?  
### What types of securities can be managed on Carta?  
### What can investors see from the LP Portal?  
### How does Carta support KYC and AML compliance for my fund?

## Welcome to the new standard

From full visibility into PortCo performance to verifiable waterfalls, meet integrated fund software with standards as high as yours.