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Product Education

Real-time carry visibility for GP members
Real-time carry visibility for GP members
We automated the accounting for GP carry. Now we're delivering the visibility.
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.
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.
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.
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.
Centralizing visibility across corp and LLC assets in a single portfolio experience
Centralizing visibility across corp and LLC assets in a single portfolio experience
Get better visibility and centralized management of your entire portfolio, including holdings both on and off the Carta platform.
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  • Private Equity
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  • Carta Equity Suite
    • Cap Table Management
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    • Equity Compliance
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  • Carta Fund ERP
    • Fund Administration
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    • Fund Tax
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    • LP Portfolio Analytics
  • Carta Law
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  • About Us
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  • Data Desk
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  • What's new in product
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  • Carta Classroom
  • Equity Management Guide
  • Fund Management Guide
  • Cap Table Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
  • See more >
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