Solutions for Private Credit

Fund admin and loans, connected

Scale smarter with one integrated solution for managing loans, fund operations, and investor relations.

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Carta handles key tasks from term tracking to interest accrual to reporting, eliminating manual work and keeping you true to your loan agreement.
  • Integrate loan details in one system
    Fund accounting, loan admin, investor reporting
  • Partner with expert fund accountants
    Dedicated support, expert guidance
  • Manage your loans with ease and control
    Loan setup, disbursement, covenant tracking
Private Credit - Media Asset | Benefit | "Simplify loan ops" | All regions
$203B+
In private capital fund AUA
400+
Fund accountants
$4.2T+
Assets on platform

See the end-to-end solution

Automate everything from interest calcs to cash reconciliation.

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Every loan. Every fund. One view.

Streamline how you manage loans, funds, and LP updates—and get expert support when you need it.
Fund Administration
Hero asset | FA Prod Page Only | All regions
Access up-to-date net and deal IRR, gross returns, and overall fund performance.
Loan Operations
Loan Admin - Media Asset | Hero | "Loan operations without limitations" | All regions
Automate every step and workflow with a connected loan solution.
Capital Call Line of Credit
Fund Ops UI | Feature | Product Page | "CCL" | US
Receive capital outside your cadence and never miss a funding opportunity.
Fund Tax
Fund Ops UI | Feature | Product Page | "Fund Tax" | Global
Unlock a seamless tax season with your fund accounting and taxes in one place.
Hero asset | FA Prod Page Only | All regions

Clarity and control for every role

Equip your team to work smarter, move faster, and scale with confidence.

Grid - Asset | Private Credit - Solutions | "Finance Teams | All regions
For Finance Teams
Stay in control and improve accuracy with real-time access to your trial balance and audit-ready reporting.
Grid - Media Asset | Private Credit - Solutions | "GPs" | All regions
For General Partners
Scale efficiently with full visibility into fund data and automated workflows for everything from cap calls to reporting.
Grid - Media Asset | Private Credit - Solutions | "Investor Relations" | All regions
For Investor Relations
Keep investors in the know with instant access to fund documents, fund insights, and wire instructions.
Grid - Asset | Private Credit - Solutions | "Finance Teams | All regions
For Finance Teams
Stay in control and improve accuracy with real-time access to your trial balance and audit-ready reporting.
Grid - Media Asset | Private Credit - Solutions | "GPs" | All regions
For General Partners
Scale efficiently with full visibility into fund data and automated workflows for everything from cap calls to reporting.
Grid - Media Asset | Private Credit - Solutions | "Investor Relations" | All regions
For Investor Relations
Keep investors in the know with instant access to fund documents, fund insights, and wire instructions.

Trusted with over 8,500 funds and SPVs

customer portrait
Having everything automated in Carta helps. Other admins build their own systems and they’re full of tiny errors—even a dollar here and there can make a difference. With Carta, if your inputs are correct, your outcomes are consistent.
Brian Montgomery
Chief Financial Officer, Legalist

Related resources

What is private credit?

Learn how private credit differs from other forms of debt financing.

Building LP relationships

Get strategies for building lasting LP relationships in this webinar.

Venture debt

Understand how venture debt works and how it compares to alternatives.

Carta Classroom

Discover resources for every team—from analysts to CFOs.

FAQs

You have questions, we have resources and answers.
Can Carta support borrowers?

Yes, borrowers can upload documents and view payment history, while our co-lender/borrower portal allows co-lenders access to loan data. You can also generate and share reports with co-lenders, borrowers, and LPs, offering insights at both the loan and portfolio level.

What asset classes does Carta support?

Carta has comprehensive solutions for Venture Capital, Private Equity, and Private Credit funds.

Can Carta handle complex loan structures?

Absolutely. Carta captures complex loan details like PIK variations, multi-currency setups, intricate fee structures, and flexible billing schedules, ensuring complete tracking.

Can Carta handle my fund’s tax needs?

Carta simplifies tax season by providing accurate tax returns and K-1s. Track the preparation and filing of 1065s, state filings, and K-1s with a centralized tax dashboard. You’ll also get expert support to guide you through tax prep and returns.

How will my LPs use Carta?

Carta offers a streamlined LP experience. LPs can quickly sign subscription docs, fulfill capital calls, access fund and tax documents, and monitor fund performance through the LP Portal.

Connect the ops with Carta

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