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Product Education

Centralize your ManCo accounting and budgeting
Centralize your ManCo accounting and budgeting
Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.
Real-time carry visibility for GP members
Real-time carry visibility for GP members
We automated the accounting for GP carry. Now we're delivering the visibility.
Automated, investor-ready tear sheets
Automated, investor-ready tear sheets
Build, preview, and export portfolio company tearsheets with a few clicks, reducing the production timeline from days or hours to just minutes.
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.
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.
Custom reporting for complex fund requirements
Custom reporting for complex fund requirements
Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.
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Compare
  • Best Cap Table Software
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  • Best Private Equity CRM
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
  • Private Equity
  • Venture Capital
  • Private Corporations
  • LLCs
  • Private Credit
  • Fund of Funds
  • Carta Equity Suite
    • Cap Table Management
    • 409A Valuations
    • SAFE Financings
    • Financial Reporting
    • Equity Advisory
    • Total Compensation
    • Liquidity
    • QSBS Attestation
  • Carta Fund ERP
    • Fund Administration
    • Deal CRM
    • Fund Tax
    • SPVs
    • Fund Forecasting
    • Portfolio Valuations
    • Loan Operations
    • LP Portfolio Analytics
  • Carta Law
    • Compliance
    • Contracts
    • Fund Services
  • About Us
  • Executive Team
  • Careers
  • Press
  • Support
  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
  • Case Studies
  • Carta Classroom
  • Equity Management Guide
  • Cap Table Guide
  • 409A Valuation Guide
  • QSBS Guide
  • Fund Management Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
  • See more >
  • Best Cap Table Software
  • Best Fund Administration Software
  • Best Private Equity CRM
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
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