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Designed for clarity at every level

See how our latest releases transform complex, fragmented data into a unified source of truth for private capital.

Delivering firm-wide clarity

Join Carta CEO Henry Ward and the product team for a look at the new innovations driving firm-wide clarity for fund CFOs, from AI-enabled data collection to GP carry tracking and custom reporting.
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The first end-to-end operating system for Fund of Funds

Carta's end-to-end platform for Fund of Funds unifies administration, document automation, and portfolio analytics to eliminate manual workflows and unlock real-time insights.

A new way to make faster, smarter decisions with your fund data

Automated, investor-ready tear sheets

Real-time carry visibility for GP members

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Building the ERP for private capital: 2026 product roadmap
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February 2026
Building the ERP for private capital: 2026 product roadmap
In 2026, we're focusing on depth—moving beyond simple record-keeping to deliver a real-time, interconnected system of record. Here's an insight into everything Carta's product teams are building this year to cater to the complexities of private capital.
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Give the gift of clarity: Express K-1s
Tax Planning
January 2026
Give the gift of clarity: Express K-1s
Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.
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Custom reporting for complex fund requirements
Financial Reporting
January 2026
Custom reporting for complex fund requirements
Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.
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Visual Accounting: See the flow of capital in real time
Fund Ops
January 2026
Visual Accounting: See the flow of capital in real time
Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.
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Clear intercompany balances
Fund Administration
January 2026
Clear intercompany balances
See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.
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Centralizing visibility across corp and LLC assets
Fund Administration
January 2026
Centralizing visibility across corp and LLC assets
Get better visibility and centralized management of your entire portfolio, including holdings both on and off the Carta platform.
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Agentic cash reconciliation and SOI tagging
Fund Administration
January 2026
Agentic cash reconciliation and SOI tagging
Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.
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Streamline the audit confirmation process
Audit Readiness
January 2026
Streamline the audit confirmation process
Our latest update lets your fund, auditors, and portfolio companies seamlessly manage investment confirmations and valuation questions.
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Centralize your ManCo accounting and budgeting
Integrated Budgeting
January 2026
Centralize your ManCo accounting and budgeting
Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.
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