Carta - Software
from Carta
Carta provides an end-to-end ERP platform for private capital, combining software and services to manage equity, fund accounting, and portfolio tracking. Designed for venture capital, private equity, and private credit firms, it offers tools for cap table management, valuations, and investor reporting. Carta streamlines fund operations from formation to distributions, providing a unified suite for CFOs to maintain control and accuracy.
Category:
Cap Table Management Software
Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
Carta - Software
Category:
Investment Accounting Systems
in:
Fund Management
Specialized accounting software handling complex fund structures, partnership allocations, carried interest calculations, and tax reporting requirements.
Carta - Software
Category:
Fund Administration Software
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Fund Management
Comprehensive platforms for managing capital calls, distributions, fund expenses, and partner allocations with detailed audit trails.
Carta - Software
Category:
Limited Partner (LP) Portals
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Fund Management
Secure platforms providing fund investors with real-time visibility into fund performance, capital account statements, and portfolio company updates.
Carta - Software
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Portfolio Monitoring Platforms
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
Carta - Software
Category:
Valuation Modeling Platforms
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
Carta - Software
Category:
Fund Accounting Systems
in:
Fund Operations
Software for calculating net asset values (NAVs), processing corporate actions, managing income distributions, and maintaining financial records for investment funds. These systems ensure accurate valuation of fund assets and liabilities.
Carta - Software
Category:
Regulatory Compliance Tools
in:
Fund Management
Solutions for managing SEC filings, KYC/AML requirements, GDPR compliance, and other regulatory obligations specific to investment firms.
Carta - Software
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