Earlier this year, our CEO, Henry Ward, revealed his vision for Carta to serve as the ERP for private capital. We’ve been building for the private markets since day one, and today we support an ecosystem of founders, operators, and investors internationally. For private funds, we offer a robust suite of products and services—from fund administration and fund tax to portfolio analytics and valuations.
Perhaps the most compelling aspect of Henry’s vision is that the platform we’re building is networked. This means our products talk to each other and connect with other critical applications in the private capital tech stack. This connection saves customers time, reduces errors, and empowers decision-makers with real-time data.
In Q1 2025, our product teams worked to integrate Carta’s cap table management and Fund Administration platforms. Cap table events (such as funding rounds and company ownership changes) now automatically update a fund’s general ledger on Carta. This quarter, we are launching new integrations with Fund Forecasting (a Carta product), as well as Ramp and J.P. Morgan®’s platforms.
Fund Forecasting by Carta
Fund Forecasting is a powerful fund forecasting and portfolio construction tool. By syncing real-time fund and portfolio company data with Fund Forecasting, we’ve made it quicker and easier for fund managers to track performance and keep their models up to date.
Our investments integration automatically pulls in ownership and financing data from the Schedule of Investments joined with the company cap table that the investment firm has access to on Carta. This includes any updates over time. We’re also piping in general ledger data from the Carta Fund Admin platform—such as updates to expenses, partner details, and management fees—so that Fund Forecasting’s fund models can display actual and projected cash flows.
Ramp
More and more fund managers use Ramp to manage expenses for their multi-entity fund structures. Ramp is truly a best-in-class platform and a number of our shared clients have already benefited from our integration.
After months in beta refining this integration, we've officially launched. Ramp helps us categorize and allocate expenses across entities. When synced with the Carta Fund Admin product, the general ledger of each of those entities is automatically updated, saving clients time. No more manually tracking or explaining expense allocations.
J.P. Morgan®
Our direct API connection to J.P. Morgan®’s banking platform allows Carta to automatically reconcile 70% of transactions. Carta Fund Admin customers can also set up local cash reconciliation rules to increase this rate even more. Real-time reconciliations means real-time data on the Carta platform: Clients know exactly which LPs have paid a capital call and how expenses are impacting fund performance metrics.
Additionally, we’re leveraging J.P. Morgan® APIs to extend Automated Money Movement via direct integration. Customers who bank with J.P. Morgan® can initiate, approve, and track these transactions from the Carta platform. This means better security, clearer audit trails, and fewer errors.
What’s next?
These integrations with Fund Forecasting, J.P. Morgan®, and Ramp are just the beginning. Look out for further integrations with industry partners and banks, and between Carta products.
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