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Investors

Take the first step to faster, easier K-1s
Take the first step to faster, easier K-1s
Collect key information before tax season officially begins with a quick survey that asks for details about your entities, investments, and firm.
End-to-end payments for J.P. Morgan® clients
End-to-end payments for J.P. Morgan® clients
J.P. Morgan® clients can create payments, manage approvals, and keep their books organized, all in the same place.
Get a unified picture of LLC, C-Corp investments
Get a unified picture of LLC, C-Corp investments
Carta’s Investments Dashboard continues to get better with added support for PE- and VC-backed LLC companies.
PortCo performance data, synced in real time
PortCo performance data, synced in real time
Automatically pull financials from your portfolio with each new event, fueling every model with real-time actuals.
Prioritize investor communication easily
Prioritize investor communication easily
Automatically generate and distribute ILPA capital call notices for a more streamlined process—no more multiple, manual tools.
Visualize LP exposure, for unprecedented control
Visualize LP exposure, for unprecedented control
The Entity Map makes visual sense of complex entity and partner relationships, reflecting every transaction in real time.