Fund Formations

Form your fund the right way, from the start

Get expert guidance to build and scale your fund on a solid foundation, from thesis to launch.

Product UI | Fund Formations - Hero | US & UK

Build your fund with the help of an expert team, from setting up legal entities to planning your first capital call, ensuring your fund is formed on a solid foundation.

Develop a comprehensive fund model
Fundraising, fund management, budgeting
Get tailored support from formation specialists
Strategic guidance, 1:1 sessions
Access a step-by-step formation process
Formation filings, legal templates, first close

Product UI | Fund Formations | "Form your fund, the right way" | All regions

Explore the fund formation tool

See the process of structuring your fund, defining terms, and signing docs.

Access a full suite to get your fund off the ground

Form your fund, administer the first close, and execute your first capital call—all in six weeks.

Operational planning model

Easily develop a robust financial model for the lifetime of your fund.

KYC/AML services

Product UI | Fund Formations | "AML-KYC services" | US & UK

Promote compliance by vetting your LPs and assessing investor identity risk.

Dedicated advisory support

Access hands-on support with 1:1 sessions to review fund concepts and planning.

Carta Closings

Experience a smooth in-app close with guided subdoc and capital call support.

Trusted with over 8.8k funds and SPVs

Being able to educate LPs about what it means to invest and their expectations around capital—that’s what enabled us to bring on the best investors and we were able to because of conversations with Carta.

Naseem Sayani

Co-founder and GP, Emmeline Ventures

The Venture Playbook

Simplify the process of forming your fund with this step-by-step guide.

Structuring your fund

Thinking of starting your own fund? Here’s everything you need to know.

Building a fund strategy

Develop an effective plan for your fund with this step-by-step guide.

Carta Classroom

Discover resources on the basics of private equity and venture.

FAQs

You have questions, we have resources and answers.

Switching to Carta is fast and reliable—we provide committed onboarding timelines that you can rely on. We also minimize the administrative costs of changing providers by leveraging technology to pull data from your current tools.

Carta will work with you and a third party registered agent to form the following entities in the state of Delaware (DE):

Venture Fund, formed as a limited partnership (LP)
General Partner Entity, formed as a limited liability company (LLC)
Management Company, formed as a limited liability company (LLC)

Carta will provide the following fund formation documents.

Venture fund: term sheet, initial limited partnership agreement, amended and restated limited partnership agreement, subscription agreement, investment management agreement, and side letters
General Partner: LLC operating agreement and advisor letters
Management company: LLC operating agreement

Prospective LPs are invited to log in or create a Carta account. Once signed in, they'll be directed to sign subscription docs and complete the closing process. GPs will then be notified to countersign, with the option to send their first capital call automatically.

With data rooms, the entire fundraising process can take place on the Carta platform. The data room includes integration with fundraising and subscription document experience, easy control of access for GPs, tracking documents, and ability to watermark documents.

* DISCLOSURE: Use of Carta's document templates is subject to our terms and conditions. Client is responsible for remaining in compliance with all applicable laws, rules, and regulations.