Solutions for Private Equity

Connected PE fund management

Meet the unified software suite built for Asia-Pacific, the Middle East, and Africa—giving fund CFOs clarity, precision, and control.

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Save time chasing data and manage ownership, valuations, and cap tables from one dashboard, giving you total visibility into your portfolio.
  • Streamline equity management across entities
    Vesting schedules, hurdle rates, liquidation
  • Access data from a single hub
    Cap table management, waterfalls, K-1s
  • View aggregated PortCo performance clearly
    On-demand metrics, insights, reporting
Centralize your portcos - option 2
$390B
Total portfolio equity value
600+
PE firms with PortCos on Carta
115K+
LPs served

Bring all your PortCos into focus

See how to keep your team in sync with a single dashboard for all investments.

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Create and manage special purpose vehicles (SPVs) that fit your needs.

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Every tool in one place. That’s the new standard.

Meet the connected suite that powers your entire portfolio.
Cap Table Management
Cap table Feature
Manage PortCo equity plans, measure performance, and easily add stakeholders.
Waterfall Modeling
Private Equity | Feature | Waterfall modeling
Run accurate, traceable models customized to your operating agreement.
Fund Administration
Hero asset | FA Prod Page Only | All regions
Manage your portfolio in real-time, with on-demand insights and fund metrics.
Financial Reporting
Cap Table UI | Feature | Product Page | "Financial reporting"
Generate audit-defensible stock-based compensation reports on demand.
Valuations
Fund Ops UI | Feature | Product Page | "Valuations" | US
Centralize data collection, calculations, and reporting with an end-to-end solution.
Distributions
Private Equity | Feature | Distributions
Calculate amounts, communicate with holders, and track balances in one place.
Cap table Feature

Designed for every seat at the table

Empower your team to keep your fund rolling, no matter the role.

PE | "For CFOs"
For CFOs
Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.
PE | "For deal teams"
For Deal Teams
Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting—saving time and reducing errors.
For Associates
For Associates
Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.
PE | "For CFOs"
For CFOs
Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.
PE | "For deal teams"
For Deal Teams
Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting—saving time and reducing errors.
For Associates
For Associates
Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.

Trusted with over 4 trillion assets on platform

Augusta Capital Logo | PEGearbox Capital Logo | PEHarbourview Equity Logo | PEOff Road Capital Management Logo | PEThe Sterling Group Logo | PEVeritas Logo | PEWindjammer Capital Investors Logo | PE
customer portrait
We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized.
Andrew DeYoung
Kayne Anderson, Managing Director
customer portrait
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
customer portrait
One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work.
Timothy Cha
Senior Manager, Compensation Solutions

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Carta Classroom

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FAQs

You have questions, we have resources and answers.
Where can I interact with the Private Equity product suite?

You can sign up for a demo of the product here or take an interactive video tour to learn more about how Carta’s software and solutions works.

Can I manage ownership across multiple entities?

Carta is built to track all of your entities' ownership in one account. Admins can toggle between the cap tables and view multi-entity ownership structures all in one place.

What types of securities can be managed on Carta?

You can access and manage most equity incentive instruments, including but not limited to profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and  LTIPS on the Carta platform.

What can investors see from the LP Portal?

Once onboarded, LPs can quickly and securely access documents, fund-level performance data, and commitments—easily navigating between an investment overview and individual investment metrics.

LPs can also track total commitment, amount contributed, vintage year, and net asset balance for a more granular view.

To see how the LP portal works, take an interactive tour.

How does Carta support KYC and AML compliance for my fund?

With the Global KYC service, you can verify investors and run ongoing due diligence including multi-jurisdiction KYC, FATCA/CRS support, third party delegation, and LP risk scoring.