Blog Overview

See all of our blog posts in all categories by date.

Blog: All

Centralizing visibility across corp and LLC assets in a single portfolio experience
Centralizing visibility across corp and LLC assets in a single portfolio experience
Get better visibility and centralized management of your entire portfolio, including holdings both on and off the Carta platform.
Agentic cash reconciliation and SOI tagging for Fund Admin
Agentic cash reconciliation and SOI tagging for Fund Admin
Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.
See the flow of capital in real time with Carta’s visual accounting
See the flow of capital in real time with Carta’s visual accounting
Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.
A new way to make faster, smarter decisions with your fund data
A new way to make faster, smarter decisions with your fund data
Fund Administration clients now have a single, centralized location to access their Carta data and create their personalized custom reports and visualizations.
AI-enabled portfolio data collection for faster valuations
AI-enabled portfolio data collection for faster valuations
Carta’s new Portfolio Valuations solution is now powered by features that make collecting and standardizing portco data in order to calculate equity value fast and seamless.
Give the gift of clarity: Express K-1s
Give the gift of clarity: Express K-1s
Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.
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