Get the ultimate guide to switching fund admins

Is your fund admin stuck in the past? Discover what’s possible when you upgrade. Lead the next era of private markets with Carta. Gain unrivaled control, insight, and operational efficiency for you, your team, and your investors.

What’s inside this exclusive PDF:

  • Why forward-thinking GPs are making the switch: Learn what’s changed in fund admin and why it matters.

  • Carta’s single-platform advantage: Real-time reporting, automated workflows, and seamless investor communications in one place.

  • How switching works: Step-by-step onboarding, data migration, and white-glove service from Carta experts.

  • Secure migration: Understand how Carta securely ingests your general ledger, reads and validates LP docs, and organizes legacy documents so nothing gets lost in the move.

  • Side-by-side service breakdown: See exactly what Carta does for you, and what stays in your court.

  • Add-on services that grow with your fund: Explore how Carta supports every aspect of your operations, including tax return preparation and KYC/AML due diligence.

  • Proof in performance: Hear directly from leading firms who’ve made the transition and never looked back.

Ready to upgrade your fund admin?

Fill out the form to get your free copy of Carta's FundSwitch Guide—the definitive resource for PE, VC, and private credit funds looking to modernize their back office, streamline migrations, and deliver a better investor experience.

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