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An integrated solution to streamline reporting, planning, and budgeting for private capital leaders.

Make closing more efficient for sophisticated LPs with multi-party collaboration that doesn’t sacrifice visibility or control.

A faster and more efficient way to accept multiple securities from Carta portfolio companies.

Take control of your investor communications on Carta by assigning the new Investor Relations role to the right team members.

A new way to share financial updates easily and securely as part of your Investor Updates.

Congress sends historic crypto legislation to president’s desk; innovator coalition meets with SEC on capital formation priorities; anticipated EO to expand retirement access to alternative assets

Your dashboard now delivers enhanced design and functionality for better reporting and smarter decision making.

Effortlessly distribute funds and earn investors’ trust with a smoother experience.

An interactive visualization makes complex PE fund structures instantly understandable for CFOs and stakeholders.

Connection is a big theme for the Carta R&D team in 2025. Through connection we drive speed, time savings, and insights. Here’s how we’re building connections across the private markets—starting with fund administration.

Request, view, and manage compliance checks for your LPs on Carta and keep your fund protected.