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Fund Administration clients now have a single, centralized location to access their Carta data and create their personalized custom reports and visualizations.

Build, preview, and export portfolio company tearsheets with a few clicks, reducing the production timeline from days or hours to just minutes.

We automated the accounting for GP carry. Now we're delivering the visibility.

Carta’s new Portfolio Valuations solution is now powered by features that make collecting and standardizing portco data in order to calculate equity value fast and seamless.

Our latest update lets your fund, auditors, and portfolio companies seamlessly manage investment confirmations and valuation questions.

Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.

Learn how continuation funds work, from valuation and LP elections to post-close administration, providing a playbook for managing these complex GP-led secondary transactions.

Learn how scenario modeling supports private fund forecasting, including how you can use it to stress-test your investment strategy, optimize reserves and deployment, and strengthen LP communication.

Learn how to stress test private fund portfolios, including the methodologies, risk factors to model, and how processes can improve reserve management and LP communication.

Learn the fundamentals of direct lending for fund managers, covering key strategies and operational requirements for loan administration, fund accounting, and LP reporting.

Learn about payment-in-kind (PIK) interest, a common feature in private credit, and its various structures and the strategic, operational, and tax implications for your fund.