Private capital, connected
All together
now
We help the players in private capital manage portfolios, move money, and model the future—all with unprecedented connectivity.
Our Foundation
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 modeling
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
With Carta, I can review a high volume of data in a fraction of the time. Because the same data powers both fund administration and tax reporting, I can work in one system throughout. It expedites the process.
Matt Moran
Chief Financial Officer, DataTribe
Anytime capital activity happens within a portfolio company, within a day or two, you should see that reflected when you go in and pull up the cap table. For our companies that have Carta, it’s just a great benefit.
Ronald Pierre
Vice President, Growth Capital, Kayne Anderson
We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.
Eric Mogil
Chief Growth Officer, RADAR
We saw the cap table and the auxiliary functionality—tax, compliance, the total comp—all coming around the Carta ecosystem, and we felt Carta has this network effect that we wanted to buy into.
Troy Sultan
CEO and co-founder, Guide
We can balance internal and compliance deadlines all year because information is always flowing. I don’t have to do anything: Carta has our master data and automatically syncs it between administration and taxes.
Ankur Jain
Managing partner, Emergent Ventures
We’re now a global, EBITDA-positive company, and the transition required minimal effort because everyone was already connected through Carta. When I prepare reports and update LPs, I know the data is accurate.
Hugh M. Schwab
Managing Partner and Co-Founder, Future Labs Capital
Carta is our central nervous system for fund admin. When Carta Fund Tax was announced, I was eager to consolidate yet another function. They already had all of our fund’s data, so it made sense to let them prepare our returns.
Salil Deshpande
GP, Uncorrelated Ventures
The scalability is definitely there with Carta. A platform that connects us to real-time information lets us grow our investor base and, following, our asset base. Without a partner like Carta, we run into bottlenecks.
Brian Montgomery
Chief Financial Officer, Legalist
Our company employs people in eight countries across three continents, which makes things complex. Carta LLC allows us to not only operationalize that process, but also offer a quality experience to employees.
Timothy Cha
Senior Manager, Relativity LLC
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