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

Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.

Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.

Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.

Get better visibility and centralized management of your entire portfolio, including holdings both on and off the Carta platform.

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