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Fund Administration

Carta Investors Plugin
Carta Investors Plugin
Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.
Run Fund of Funds with full look-through
Run Fund of Funds with full look-through
Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.
Source and close deals faster with Deal CRM
Source and close deals faster with Deal CRM
Carta acquires ListAlpha and launches Deal CRM—a specialized AI-native CRM built for private capital investors to modernize and automate contact management, relationship mapping, and deal flow tracking.
Run your fundraise end to end with LP CRM
Run your fundraise end to end with LP CRM
Carta acquires ListAlpha and launches LP CRM—a specialized AI-native CRM built for investment firms to modernize and automate LP management, relationship mapping, and fundraising pipeline management.
Automated Custom Capital Call Notices with dynamic templates
Automated Custom Capital Call Notices with dynamic templates
Match your firm's unique branding while ensuring total data accuracy with our new automated custom notice templates.