PLANS & PRICING FOR FUND MANAGEMENT
Smart. Scalable. Simple.
Core features
Access to everything you need to manage your fund.
Fund administration
In-app capital workflowsCentral LP portalFull accounting servicesDedicated fund admin supportBooks and recordsInsights and reporting
Live performance detailsModelling and forecastingFinancial reportingIntegrationsData aggregationTax and compliance
KYC/AML servicesAnnual audit supportTransparency and audit logsTax and EOY timelinesK-1s delivered via platform
Customise your plan with powerful add-ons
Unlock maximum flexibility and operational control by connecting every process to one unified system.
Add-on
Global KYC
Keep your fund protected with KYC/AML
- Multi-jurisdiction KYC
- FATCA/CRS support
- LP risk scoring
Add-onSold separately
Fund Forecasting
Guide your fund's strategy with precision
- Portfolio construction
- Reserve optimisation
- Forecasting, planning and reporting
Add-onSold separately
SPV Management
Form, close and manage your SPV
- SPV administration
- AML/KYC services
- Intgrated subdoc experience
Sold separately
LP Portfolio Analytics
Discover AI-powered data management
- Portfolio performance analysis
- Investments KPI dashboard
- Automated document aggregation
Add-onSold separately
Deal CRM
Source and win the right deals
- Automated data entry
- AI company research
- Shared pipeline context
Add-on
LP CRM
Build and retain key LP relationships
- Synced calendar and email data
- Bespoke fundraising pipeline views
- Auto-enriched allocator profiles
Insights, metrics, and the easy-to-use layout were a big reason we wanted to move to Carta. For any questions we have, we have specific contacts. Or we just email the support address. The responses have been quick and helpful.
Landry Nicks
Investment Accounting Manager, Kapor
We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta's technology through the use of APIs to make our operational processes more standardized.
Andrew DeYong
Managing Director, Kayne Anderson
One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work.
Timothy Cha
Senior Manager, Compensation Solutions
FAQs
You have questions, we have resources and answers.
What is an add-on product?
Built to layer on top the core fund admin platform, add-on products deliver a customised, integrated fund management experience - unlocking operational efficiency and simplifying complexity across tax, compliance and reporting.
What additional fund management products does Carta offer?
Add-on products for Fund Administration include Fund Forecasting, SPV SPV Management, KYC as a Service, Loan Operations and Fund Tax. Contact sales today to customise your plan.
What support and services are included?
In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through. This team brings decades of hands-on knowledge and experience in venture capital, finance and private equity, servicing some of the largest private funds in the industry.Learn more about Fund Admin here.
How does ownership management across multiple entities work?
Carta is built to track all of your entities' ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
What can I expect from the onboarding process?
Once you sign up, the implementations team will provide full support as you get started. The Carta team will help set up your account, upload all necessary fund and investor data and empower you to navigate and use the platform.
Let's connect
Ready to customise your plan? Get started with a personalised demo of Carta's fund management software today.
