Management Company Administration

Launch a command center for your firm’s finances

Power smarter, more strategic financial operations with a unified platform for management company and fund accounting.

Hero asset | ManCo Prod Page Only | All regions
See your complete financial picture and keep your firm in sync with one system built to handle the complexities of private capital.
  • Connect complex workflows into one system
    Budgeting, accounting, fund operations
  • Clear intercompany balances in bulk
    Balance tracking, intercompany transfers
  • Easily allocate expenses
    Expense splitting across entities, GL codes
Product UI | ManCo | "Firm level clarity" | US

Connect Ramp to Carta, and see expenses flow from card swipe to general ledger.

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Bring precision to every financial decision

Close the loop between spend, revenue, and fund performance with a planning engine that connects your entire firm’s structure.
Expense allocations
ManCo UI | Feature |  "Expense Allocations" | US
Split expenses across entities and categorize by GL code.
Intercompany balances
ManCo UI | Feature |  "Intercompany balance clearing" | US
Clear intercompany balances in bulk to free up available cash.
Budget and cash planning
ManCo UI | Feature |  "Budget and cash planning engine" | US
Create a budget from actuals and refine using comparison and visualization tools.
AI-enabled rules engine
ManCo UI | Feature |  "AI Enabled Rules" | US
Automatically reconcile cash so you can make more timely decisions.
ManCo UI | Feature |  "Expense Allocations" | US
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customer portrait
We used to spend days cross-referencing spreadsheets and chasing down financial details. With our management company on Carta, those tedious accounting tasks are automated, allowing us to focus on strategy instead of spending too much time in the back office.
Javier Sanchez Aldana
Managing Partner, Carabela


FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access this product?

Yes, Management Company Administration is an add-on available to Carta Fund Administration customers. Learn more about pricing and packing here.

Where can I learn more about Carta’s Ramp integration?

Visit Carta’s Ramp integration page to learn how you can level up your operations by integrating Ramp expenses  with your Carta financials.

How is Carta’s solution different from other accounting software?

Unlike general accounting software, Carta Management Company Administration was purpose-built for private capital. It’s designed to handle the complexities you face, including intercompany balances, expense allocations across funds, management fees, and fund economics.

Can I use this solution without Carta's Bill Pay feature?

You can use your preferred bill pay tool, but features such as expense allocations and intercompany balance clearing require use of Carta's native Bill Pay.

What if I don't use Ramp for my corporate credit card?

Carta currently supports bank integrations with many major providers, with plans to expand credit card connections.