SPV Management

Form, close and manage your SPV from end-to-end

From formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for professional investors.

Hero UI | Product Page | SPVs | UK
From flexibility in asset types to support for a variety of fee and carry structures and customisable add-ons, tailor your SPV to fit your needs.
  • Form SPVs quickly and efficiently
    GP/LPs, LLPs, bare trusts, Ltd
  • Raise capital anywhere
    UK, US, offshore SPVs
  • Access customisable add-ons
    Reporting periods, side letters, carry structures
Benefit - SPV - Choose your foundation | US & UK

See SPVs in action

Watch how you can easily form your SPVs in just a few clicks. 


Unlock a seamless tax season with your fund accounting and taxes in one place.

Explore Fund Tax

The all-inclusive platform for SPVs

Focus more time on investing with solutions designed to handle the admin work for you.
Carta Closings
Carta closings (1)
Experience a faster closing with AI-filled subdocs and investor support.
Dedicated LP portal
LP portal
Enable investors to securely sign subdocs, fulfill capital calls and view documents.
KYC/AML services
Feature - SPV - "AML-KYC services" | US & UK
Promote compliance by vetting your LPs and assessing investor identity risk.
Comprehensive tax services
SPV tax services
Easily receive accurate, year-end tax filings for you and your LPs.
Carta closings (1)


FAQs

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

You can use the Carta platform for SPVs without being a Fund Admin customer. Learn more about pricing and plans here.

Where can I access a demo of SPVs?

You can sign up for a demo here to learn more about how Carta’s software and solutions work.

What audit support is offered with SPVs?

Audit support is available as an add-on service that helps you complete audit notes and financial statements directly on the platform.

Carta will also provide your auditor with books, records, and any necessary supporting documentation. You can view a sample of the audited financial reporting package
here.

How does Carta Closings work?

Prospective LPs log in or create a Carta account to sign subscription documents, complete KYC/AML and complete the closing process. GPs are notified to countersign and can send the first capital call automatically.

What tax services and support are offered with SPVs?

Carta offers SPV tax preparation as a service, including Form 1065 returns, Schedule K-1s, state filings and local tax compliance in Europe. Learn more about fund tax here.


* DISCLOSURE: Carta provides formation, administration and related services in the UK to entities regulated by the UK Financial Conduct Authority (FCA), including Alternative Investment Fund Managers (AIFMs), investment firms, and other FCA authorised entities, as well as their appointed representatives acting as agents for FCA-authorised firms or, if permitted, foreign regulated firms with appropriate regulatory oversight.

Carta may engage with such potential clients as such entities are in the process of obtaining required regulatory approvals. However, certain services may be restricted or unavailable until appropriate authorisation is granted. Clients falling into this category will be referred to a law firm or other fiduciaries for certain services, including formation services.

Our services are not available to unregulated entities or individuals. Nothing on this website constitutes an offer, solicitation, or advice to unregulated parties.

This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.

Please refer to important disclosures found here.

© 2025 eShares, Inc. dba Carta, Inc. All rights reserved.