Solutions for Private Equity

Connected PE fund management

Meet the software suite that gives PE fund CFOs unprecedented visibility, precision and control.

Get startedTake a video tour
Save time chasing data and manage ownership, valuations and cap tables from one dashboard, giving you full visibility into your portfolio.
  • Streamline equity management across entities
    Vesting schedules, hurdles, liquidity events
  • Access data from a single hub
    Cap tables, waterfalls, tax reporting
  • View aggregated PortCo performance clearly
    On-demand metrics, insights, reporting
Centralize your portcos
$380B+
Total portfolio equity value
8.8K+
Funds and SPVs
2.5K+
PE-backed companies

Bring all your PortCos into focus

See how one dashboard keeps your team aligned on every investment.

Take an interactive tour

Every tool in one place. That’s the new standard.

Meet the connected suite that powers your entire portfolio.
Cap Table Management
Cap table
Manage PortCo equity plans, add stakeholders, track MIPs, set hurdles.
Fund Administration
Fund Administration
Manage your portfolio in real-time, with on-demand insights and fund metrics.
Valuations
UI of EMA and 409A Valuation summary report
Get fast, accurate valuations for carried interest hurdles, growth shares or exits.
SPVs
Fund Ops UI | Feature | Product Page | "Fund SPV" | All regions
Create and manage special purpose vehicles (SPVs) that fit your needs.
Cap table

Designed for every seat at the table

Empower your team to keep your fund rolling, no matter the role.

PE | "For CFOs"
For CFOs
Connect fund operations and PortCo workflows to ensure full visibility, control and strategic collaboration.
PE | "For deal teams"
For Deal Teams
Access up-to-date cap tables, model exits and simplify reporting to save time and reduce errors.
PE | "For associates"
For Associates
Leave the spreadsheets behind. Focus on deals, not data cleanup - with automation and real-time updates.
PE | "For CFOs"
For CFOs
Connect fund operations and PortCo workflows to ensure full visibility, control and strategic collaboration.
PE | "For deal teams"
For Deal Teams
Access up-to-date cap tables, model exits and simplify reporting to save time and reduce errors.
PE | "For associates"
For Associates
Leave the spreadsheets behind. Focus on deals, not data cleanup - with automation and real-time updates.

Trusted with $3.2T Assets on Platform

customer portrait
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 DeYoung
Kayne Anderson, Managing Director
customer portrait
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
customer portrait
It’s great to have our back office in one place and know our firm’s information is centrally housed so there can be natural synergies between accounting and taxes. The time savings from templates —instead of creating our own capital calls and emailing and tracking each one—is difficult to quantify, but it’s substantial.
Eduardo Zaldivar
Co-founder and Managing Partner, Mosaic ETA

Related resources

Software for Fund CFOs

Read more about the first networked accounting solution built for CFOs.

PE Ownership Trends

See the progress PE has made toward expanding employee ownership.

AML & KYC Compliance

Discover compliance best practices and how Carta can streamline KYC.

Carta Classroom

Discover resources for private equity teams—from analysts to CFOs.

FAQs

You have questions, we have resources and answers.
Where can I interact with the Private Equity product suite?

You can sign up for a demo of the product here or take an interactive video tour to learn more about how Carta’s software and solutions works.

Can I manage ownership across multiple entities?

Carta is built to track all of your entities' ownership in one account. Admins can toggle between the cap tables and view multi-entity ownership structures all in one place.

What types of securities can be managed on Carta?

You can access and manage most equity incentive instruments, including but not limited to preferred and ordinary shares, growth shares, hurdle shares management incentive units, options and warrants on the Carta platform. 

What can investors see from the LP Portal?

Once onboarded, LPs can quickly and securely access documents, fund-level performance data and commitments - easily navigating between an investment overview and individual investment metrics.

LPs can also track total commitment, amount contributed, vintage year and net asset balance for a more granular view.

To see how the LP portal works, take an interactive tour.

How does Carta support KYC and AML compliance for my fund?

With the Global KYC service, you can verify investors and run ongoing due diligence including multi-jurisdiction KYC, FATCA/CRS support, third party delegation and LP risk scoring.