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Fund Administration

Document Intelligence for SPAs
Document Intelligence for SPAs
Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.
Carta CRM Plugin
Carta CRM Plugin
Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.
Carta Investors Plugin
Carta Investors Plugin
Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Beyond point solutions: Automating the valuation workflow with the Carta ERP
Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.
Run Fund of Funds with full look-through
Run Fund of Funds with full look-through
Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.
Source and close deals faster with Deal CRM
Source and close deals faster with Deal CRM
Carta acquires ListAlpha and launches Deal CRM—a specialized AI-native CRM built for private capital investors to modernize and automate contact management, relationship mapping, and deal flow tracking.