PLANS & PRICING FOR VENTURE CAPITAL

Smart. Scalable. Simple.

Private EquityVenture Capital
Standard ERP

For the early stages of fund formation and management

Standard ERP

For the early stages of fund formation and management

Get started with Standard
  • Fund Administration
  • GP Entity Administration
  • LP Portal
  • Closings
  • LP KYC
  • Reporting
  • Data Warehouse
  • Fund Forecasting
Every feature powered byNative AI
Advanced ERP

For running and reporting on your audited fund or funds

Advanced ERP

For running and reporting on your audited fund or funds

Get started with Advanced
  • Fund Administration
  • GP Entity Administration
  • LP Portal
  • Closings
  • LP KYC
  • Reporting
  • Data Warehouse
  • Fund Forecasting
  • Checkmark iconCRM
  • Checkmark iconGP Carry Tracking
  • Checkmark iconAuditor Portal
  • Checkmark iconAPI Access
  • Checkmark iconSelf-service Data Collection
  • Checkmark iconSelf-service Portfolio Valuations
Every feature powered byNative AI

Customize your plan with powerful add-ons

Unlock greater operational efficiency with add-on services, available on any plan

Add-on

Manco Admin

Unify firm accounting

  • Bill pay with expense allocations
  • Intercompany balance settlement
  • Integrated budgeting engine
Add-on

Fund Formations

Build and scale your fund

  • Legal document generation
  • Guided formations process
  • 1:1 sessions with specialists
Add-on

Fund Tax

Get fast, accurate returns

  • 1:1 sessions with tax experts
  • 1065, K-1s and other state filings
  • Real-time status updates
Add-on

Full-service Portfolio Valuations

Stay audit-ready

  • Valuation Associate owns process
  • Request edits to any report
  • Receive support during an audit
Add-on

Full-service Data Collection

Outsource data retrieval

  • Data Collection team owns process
  • Portco data validated by Carta
  • Includes KPIs and custom tear sheets

Standard features


standard ERP
advanced ERP
Fund & GP Entity Admin
Fund Accounting
Reporting
LP Portal
Document repository across investments
Closings
LP KYC
Data Warehouse
Fund Forecasting
CRM
GP Carry Tracking
Auditor Portal
API Access
Self-service Data Collection
Self-service Portfolio Valuations
One-click SOI updatesAudit support from trained analysts




























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Powerful platform capabilities

Included on every plan to keep your fund connected

Native AI functionality in every feature and every plan

  • Query data in natural language via an AI co-pilot or the Claude plugin
  • AI powers complex workflows and automatically completes tasks
  • 24/7 monitoring that spots and resolves errors, gaps, and discrepancies
  • Agents configure bespoke experiences for you, your firm, and your fund
Platform capabilities visual

Banking integrations

Connect to your bank for unmatched accuracy

  • Indirect and direct API
  • Pull transactions and balances
  • Custom duplication logic

Expense management

Track your financial position down to the transaction level

  • Custom categorization rules
  • Automatic expense allocations
  • Ramp integration

Money movement

Consolidate wire approvals and increase transparency

  • Capital calls, distributions, fees, and expenses
  • In-app review and approval
  • Live payment tracking

Visual accounting

A visual intelligence layer for your entire firm

  • Operational and workflow data layers
  • Valuation event impact tracing
  • Real-time performance and carry data
customer portrait
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Investment Accounting Manager, Kapor
customer portrait
The most interesting thing about Carta is both its professional services and software. It’s about the relationships you form with your account team. Their ability to be responsive and support us is super important.
Brian Carroll
Partner, M13
customer portrait
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they’ve gotten used to this, they wish more GPs operated this way. I think that’s going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC

Simple pricing, by the numbers

Eliminate guesswork, with clear pricing from the start.

Plan

Two plans: Standard ERP or Advanced ERP

Funds

Number of funds you’re bringing to Carta

Add-ons

Add-on products to customize your package

Your price

Contact Sales

FAQs

You have questions, we have resources and answers.

What’s the difference between the Standard ERP and Advanced ERP plans?
The Standard ERP plan equips you for fund formation and early operations. Advanced ERP is designed for audited funds, delivering the institutional reporting, portfolio visibility, and audit tools you need to operate with confidence.
What is an add-on product?
Built to layer on top of your plan, add-on products deliver a customized, integrated fund management experience—unlocking operational efficiency and simplifying complexity across formations, tax, and CRM.
What support and services are included?
In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through.

This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry.

Learn more about Fund Admin here.
What options do I have for a line of credit?
With a Capital Call Line of Credit from one of Carta’s banking partners, you never miss the chance to fund a deal. Take advantage of clear pricing and terms, same-day wires, and consolidated loan management.
What can I expect from the onboarding process?
Switching to Carta is fast and reliable—we provide committed onboarding timelines that you can rely on and leverage AI to minimize the administrative costs of changing providers.

Let's connect

Ready to customize your plan? Get started with a personalized demo of Carta's fund management software today.

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DISCLOSURE: This communication is on behalf of Carta Financial Technologies, LLC ("Carta Financial"), an affiliate of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only, and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta Financial offers capital call lines through a strategic partnership with Coastal Community Bank, a Member, FDIC ("Coastal"). If you are approved for a capital call line of credit, Coastal will be your lender. Carta Financial is not providing legal, financial, accounting, or tax advice or any other professional advice or service. Neither Carta nor Carta Financial assumes any liability for reliance on the information provided herein.

Coastal's obligation to provide a capital call line of credit to you will be subject to customary conditions, including but not limited to Coastal's satisfactory completion of due diligence on you, your general partner and your LPs, there being no material adverse change in your business/financial condition, and final, executed loan documents. Also, by submitting an application for a capital call line of credit, you authorize Carta Financial to review all information about you and your partners that you provide to or receive from any Carta Financial affiliate.