Solutions for Private Equity

Connected PE fund management

Meet the first unified software suite that gives PE fund CFOs unprecedented visibility, 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
PE Media | Benefit | "Centralize your portcos"
$380B+
Total portfolio equity value
8.8K+
Funds and SPVs
2.5K+
PE-backed companies

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
Private Equity | Feature | Cap table
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.
Portfolio valuations
Feature Asset | Cap table - LLC | "Portfolio Valuations" | US & APAC
Centralize look-through level data collection, calculations, and reporting.
Distributions
Private Equity | Feature | Distributions
Calculate amounts, communicate with holders, and track balances in one place.
Private Equity | Feature | Cap table

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.
PE | "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.
PE | "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 4.2 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

Related resources

Software for Fund CFOs

Read more about the first networked accounting solution built for CFOs.

PE Ownership Trends

See the progress PE has made toward expanding employee ownership.

Rollover equity

Learn how rollover equity works during PE M&A deals for buyers and sellers.

Carta Classroom

Discover resources for private equity teams—from analysts to CFOs.

FAQs

You have questions, we have resources and answers.
What asset classes does Carta support?

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

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.

What does Carta offer for tax services and support? 

Carta will draft and manage the year-end tax timeline, in addition to providing books, records, and supporting documents to your auditor and tax provider.

Available as an add-on service, Carta Fund Tax will prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed) with dedicated support as you need it. 

Learn more about Carta Fund Tax.

Welcome to the new standard

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