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Carta acquires ListAlpha and launches Deal CRM—a specialized AI-native CRM built for private capital investors to modernize and automate contact management, relationship mapping, and deal flow tracking.

Carta acquires ListAlpha and launches LP CRM—a specialized AI-native CRM built for investment firms to modernize and automate LP management, relationship mapping, and fundraising pipeline management.

Improve reporting confidence with the addition of qualitative metrics and the ability to track financial data.

Simplify filings and manage localized awards.

Match your firm's unique branding while ensuring total data accuracy with our new automated custom notice templates.

The tear sheet builder now includes AI-generated qualitative commentary, additional templates and personalization options, and datasets updated every five minutes for accuracy in reporting and meetings.

Simplify expense allocation with automated invoice extraction, flexible allocation methods, and unified multi-entity payment management.

Multi-entity waterfalls and Discounted Cash Flow tracebacks provide the granular clarity required for institutional PE reporting.

Visual Accounting makes it easier to check status on key compliance and reporting workflows and give partners richer insights into their carry economics.

Surface deeper insights into your management company overhead and fund-level expenses by adding custom dimensions to your Chart of Accounts.

Learn how to structure and operate a single-family office, including legal formation, back-office operations, investment management, and regulatory compliance.