Automate fund-to-GP carry allocations
Our integrated platform automates fund-to-GP allocations and journal entries that sync directly with accounting systems, while tracking vested and unvested carry percentages, capital commitments, and accrued carry amounts in real-time.
The system handles administrative burdens that typically consume hours of CFO time: issuing multiple carry grants with standardized vesting plans, generating legal documents, executing carry agreements, and producing 83(b) elections. What once required manual coordination across legal, tax, and accounting functions now happens within a single workflow on Carta.
More transparency, fewer questions
GPs gain direct access to their carry positions in Carta, ending the cycle of back-and-forth emails about vesting status. The platform facilitates the distribution of PCAPs , K-1s, and financial reporting directly to stakeholders, while generating annual or quarterly statements with just a few clicks.
This transparency builds confidence during audits, streamlines compliance reporting, and demonstrates the professional oversight that sophisticated investors expect. When your fund scales and carry structures become more complex, the platform grows with you without requiring additional headcount or administrative overhead.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. © 2026 Carta. All rights reserved. Reproduction prohibited.
