Loan Operations

Loan operations without limitations

Automate every step and workflow with a connected loan solution purpose-built for private credit.

Get startedLog in to Loan Operations
Loan Admin - Media Asset | Hero | "Loan operations without limitations" | All regions
Eliminate manual processes and increase accuracy by automating key workflows from loan setup through reconciliation and reporting.
  • Manage your loans with ease and control
    Loan setup, covenant tracking
  • Automate loan operations at scale
    Interest calculations, cash reconciliation
  • Stay audit-ready with streamlined workflows
    Compliance reporting, NAV calculations
Benefit 1 Simpify your loan portfolio management

Get services and solutions to optimise your entire fund.

Explore Fund Admin

Every loan. Every fund. Every detail.

Unlock end-to-end automation and comprehensive control across your loan and fund operations.
Loan setup
Loan Ops - Media Asset | Feature | "Security Master" | All regions
Capture delayed draws, complex repayment schedules and PIK interest.
Reconciliation
Feature - Reconciliation
Generate and send invoices and reconcile payments against bank data feeds.
Covenant tracking
Loan Ops - Media Asset | Feature | "Covenant tracking" | UK
Get reminders for documentation, deadlines and non-compliance.
Real-time reporting
Feature - Real-time Reporting
Access customisable loan, payment and amortisation reports.
Loan Ops - Media Asset | Feature | "Security Master" | All regions

Trusted with over 8,500 funds and SPVs

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Having everything automated in Carta helps. Other admins build their own systems and they’re full of tiny errors—even a dollar here and there can make a difference. With Carta, if your inputs are correct, your outcomes are consistent.
Brian Montgomery
Chief Financial Officer, Legalist

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FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access this product?

No, you can access this product even if you aren’t on the Carta Fund Administration platform.

Can Carta handle complex loan structures?

Absolutely. Carta captures complex loan details like PIK variations, paydowns, delayed draw, multi-currency setups, intricate fee structures and flexible billing schedules, ensuring complete tracking.

Can Carta support borrowers?

Yes, our co-lender/borrower portal allows co-lenders to access loan data, while borrowers can upload documents and view payment history. You can also generate and share reports with co-lenders, borrowers and LPs, offering insights at both the loan and portfolio level.

What reporting does Carta’s platform support?

Carta’s configurable reporting suite produces real-time reports on loan position, interest income, payments, covenant status, individual loan history and aggregated portfolio-level views - to share with leadership, LPs or auditors.

Can Carta support my audits or compliance reviews?

Yes. Carta provides full audit trails, exportable reports and centralised documentation so you're always prepared for investor reviews, internal audits or regulatory checks. Everything is tracked and time-stamped for complete transparency.