Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.

Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.

Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.

Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.

See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.

Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.