Carta

Carta provides a comprehensive fund management suite designed for private corporations, venture capital firms, private equity, and LLCs. It offers an all-in-one platform that streamlines every aspect of fund administration, from formation to distributions, with a focus on accuracy, clarity, and control. The user interface is intuitive, allowing fund managers and investors to track and manage their portfolios in real-time through a centralized dashboard. The Carta Carry app extends this functionality to mobile devices, enabling on-the-go management. Key features of Carta include the Fund Admin Portal, which provides real-time insights into net and deal IRR, fund performance, and gross returns. The platform integrates fund accounting with tax management, simplifying the tax season. It also supports rapid fund formations, capital calls, and closing administration within six weeks, and allows for the creation and management of Special Purpose Vehicles (SPVs). Accurate valuations are provided through ASC 820, and a Capital Call Line of Credit ensures access to funds outside of regular call cycles. Carta's comprehensive feature set also includes tools for scenario modeling, IPO advisory, portfolio insights, and waterfall modeling.