The agentic ERP for funds

Inside every fund is a complex universe – from cap tables to cap calls, K-1s to KPIs. Carta’s Fund ERP connects them all.

Meet the ERP

A living, intelligent core that connects each corner of your fund – from the front and middle office, all the way back.

Front office

Identify opportunities and close commitments, fast.

Deal CRM

LP CRM

Middle office

Make real-time, data-informed decisions with confidence and clarity.

Portfolio analytics

Valuations

Fund reporting

Back office

Turn complex fund administration and compliance into operational excellence.

Equity Management

Fund Administration / Fund financials

Tax & compliance

LP Portfolio Management

Built for the fund operators of tomorrow, the Carta ERP sits atop three core elements: data connectivity, context-aware AI and expert human control.

One ledger to connect them all

In a living, unified system, one small change at the asset level ripples across an entire portfolio – all the way to the LP's final balance. That's the power of connectivity.

The all-seeing system of record maps each share, stakeholder and obligation across a firm.

Live data means every event and transaction flows from the asset layer, right into the master fund.

Intelligent audit trails connect events in an unbroken sequence, so compliance is never at risk.

Intelligence built on context

More than just “AI-powered,” Carta’s intelligence connects over a decade of deep industry data with your firm’s owned dataset – unlocking unprecedented insight and accuracy.

The general ledger links data contextually, so AI doesn’t have to approximate or guess.

Active reasoning captures the why behind cash rec entries, doc extractions and LP approvals.

Agent-led workflows learn and understand your intent, turning it into intelligent actions.

Human expertise, superhuman power

Speed means nothing without accuracy, trust and audit-readiness. That’s why human accountability is etched into the core of every Carta tool and process.

400+ finance experts make up the due diligence layer behind every data point, skill and tool.

Valuation, tax and fund specialists inform product innovations and workflow logic.

Continuous AI monitoring works 24/7 and is backed-up by human review to resolve rare anomalies.