Blog Overview

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Blog: All

Automated, investor-ready tear sheets
Automated, investor-ready tear sheets
Build, preview, and export portfolio company tearsheets with a few clicks, reducing the production timeline from days or hours to just minutes.
See the flow of capital in real time with Carta’s visual accounting
See the flow of capital in real time with Carta’s visual accounting
Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.
Agentic cash reconciliation and SOI tagging for Fund Admin
Agentic cash reconciliation and SOI tagging for Fund Admin
Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.
Give the gift of clarity: Express K-1s
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.
Custom reporting for complex fund requirements
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.
A new way to make faster, smarter decisions with your fund data
A new way to make faster, smarter decisions with your fund data
Fund Administration clients now have a single, centralized location to access their Carta data and create their personalized custom reports and visualizations.
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