SPV Management

Form, close, and manage your SPV from end-to-end

From formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for every investor.

Get startedView pricing & plans
Hero UI | Product Page | SPVs | APAC
From flexibility in asset types to support for a variety of fee and carry structures and customizable add-ons, tailor your SPV to fit your needs.
  • Form institutional SPVs
    UK GP/LP, US LLC or LP, BVI LTD
  • Raise capital anywhere
    UK, US, offshore SPVs
  • Access customizable add-ons
    Reporting periods, side letters, carry structures
Benefit - SPV - Choose your foundation | US & UK

See SPVs in action

Watch how you can easily form your SPVs in just a few clicks. 

Unlock a seamless tax season with your fund accounting and taxes in one place.

Explore Fund Tax

The all-inclusive platform for SPVs

Focus more time on investing with solutions designed to handle the admin work for you.
Carta Closings
Feature - SPV - Carta closings | US & UK
Experience a faster closing with AI-filled subdocs and investor support.
Dedicated LP portal
Feature - SPV - "LP portal" | US & UK
Enable investors to securely sign subdocs, fulfill capital calls, and view documents.
KYC/AML services
Feature - SPV - "AML-KYC services" | US & UK
Promote compliance by vetting your LPs and assessing investor identity risk.
Comprehensive tax services
Feature - SPV - "SPV tax services" | US & UK
Easily receive accurate, year-end tax filings for you and your LPs.
Feature - SPV - Carta closings | US & UK

Trusted with over 8,500 funds and SPVs

Caducedus Capital bw | Use for FA Product Page Only Capri Ventures | Use for FA Product Page OnlyHigh Cirlce Ventures VC bw | Use for FA Product Page OnlyImpact bw | Use for FA Product Page OnlyM13 logo bw | Use for FA Product Page OnlyNLVC logo bw | Use for FA Product Page Only
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High Circle Ventures could not have grown exponentially in just six or seven months if it hadn’t been for the Carta platform. The platform is very intuitive and user friendly.
Hemanth Gollar
Founder, High Circle Ventures

Related resources

What is an SPV?

Understand the ins and outs of special purpose vehicles (SPVs).

SPV structures

SPVs unlock a ton of benefits. Which one is right for you?

Year-end SPV taxes

Learn how Carta can help with your SPV tax preparation and filing.

Carta Classroom

Discover education resources on the basics of private equity and venture.

FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access this product?

No, you access this product even if you aren’t on the Carta Fund Administration platform. 

View plans and pricing here.

What is included with institutional SPVs?

SPVs entities can be formed as Delaware LLC or LP, BVI Limited Company or UK GP/LP, Bare Trust, or LLP. Carta works with you to form the SPV with a registered agent, with you as the Director/Manager/General Partner.

Carta helps you to manage the end-to-end setup process, including liaising with the registered agent, legal documentation, banking setup, and onboarding your investors through Carta Closings.

Carta will also take care of KYC/AML, annual filings, and corporate secretarial services for your SPV entity ( restrictions may apply). You can also access quarterly reporting, tax preparation, audit support, and other add-ons for an additional cost.

Learn more about the scope of service here.

What audit support is offered with SPVs?

Audit support is available as an add-on service that helps you complete audit notes and financial statements directly on the platform.

Carta will also provide your auditor with books, records, and any necessary supporting documentation. You can view a sample of the audited financial reporting package here.

How does Carta Closings work?

Prospective LPs log in or create a Carta account to sign subscription documents, complete KYC/AML, and complete the closing process. GPs are notified to countersign and can send the first capital call automatically.

What tax services and support are offered with SPVs?

Carta will provide books, records, and supporting documentation to your tax preparer in addition to distributing K-1s prepared by your tax provider to your LPs through the Carta platform.

To streamline your SPV administration, Carta now offers SPV tax preparation as an additional service delivering Form 1065 tax returns, Schedule K-1s, and additional state returns. Learn more here.

* DISCLOSURE: This communication is on behalf 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. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.

Please refer to important disclosures found here.

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