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One ERP for the full private capital lifecycle

See new launches across fund operations, CRM, data collection, and reporting, all unified on one platform.
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A live look at Carta's connected ERP

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Run Fund of Funds with full look-through

Bring fund admin, documents, and portfolio analytics into one place, with look-through visibility across underlying assets.

Source and close deals faster with Deal CRM

Run your fundraise end to end with LP CRM

Portfolio data you can trace to the source

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Multi-entity waterfalls for private equity deal structures
Valuations
May 2026
Multi-entity waterfalls for private equity deal structures
PE firms can now run waterfalls across their entire deal structure—TopCo, HoldCo, co-invest vehicles—and roll up results firm-wide.
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Document Intelligence for SPAs
Fund Administration
April 2026
Document Intelligence for SPAs
Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.
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Carta CRM Plugin
Fund Administration
April 2026
Carta CRM Plugin
Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.
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Carta Investors Plugin
Fund Administration
April 2026
Carta Investors Plugin
Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.
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Carta Cap Table Plugin
Equity
April 2026
Carta Cap Table Plugin
Get instant, grounded answers to complex cap table questions. Connect Claude to your live data for rapid ownership, 409A valuations, and exit waterfall analysis.
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New tools for UK, European, and Australian equity management
Equity
April 2026
New tools for UK, European, and Australian equity management
Simplify filings and manage localized awards.
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Automated Custom Capital Call Notices with dynamic templates
Fund Administration
April 2026
Automated Custom Capital Call Notices with dynamic templates
Match your firm's unique branding while ensuring total data accuracy with our new automated custom notice templates.
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Custom tear sheets with AI-generated commentary
Fund Administration
April 2026
Custom tear sheets with AI-generated commentary
The tear sheet builder now includes AI-generated qualitative commentary, additional templates and personalization options, and datasets updated every five minutes for accuracy in reporting and meetings.
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Orchestrate complex expense allocations with confidence
Fund Administration
April 2026
Orchestrate complex expense allocations with confidence
Simplify expense allocation with automated invoice extraction, flexible allocation methods, and unified multi-entity payment management.
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