Management company budgets quickly become outdated because they drift from your actual financial data. Disconnected budgeting increases risk, erodes efficiency, and makes it difficult to maintain robust reporting.
Our new Integrated Budgeting Engine closes that gap by bringing management company budgeting directly into the same place where you manage your funds.
Generate a baseline in minutes
Starting a budget from zero takes critical time that could be dedicated to optimizing capital calls or managing due diligence. This new tool uses your historical spend patterns and management fee schedule to generate a recommended budget automatically.
Edit with context and control
In Carta, adjusting your plan is easy and intuitive. You can now edit line items directly within the budget using inline editing, including tools for applying buffer percentages or making bulk edits to future months. Plus, version history ensures you always have an audit trail of how your financial thinking evolved and who made the changes.
Prevent drift with side-by-side comparisons
Budgets drive strategic value only when they accurately reflect your underlying income, management company expenses, and fund-level liabilities. Now you can compare your projected spend against actuals in a single view. Spotting discrepancies early helps you adjust course before small variances compound.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2026 Carta. All rights reserved. Reproduction prohibited.
