Carta

Overview

Carta provides an agentic ERP for private capital, connecting founders, investors, and limited partners with world‑class software purpose‑built for venture capital, private equity, and private credit. The platform integrates workflows, data, and people in a single intelligent system.

Mission

To help the players in private capital manage portfolios, move money, and model the future with unprecedented connectivity.

Products & Solutions

• Equity Management
  • Cap Table Management
  • 409A Valuations
  • SAFE Financings
  • Financial Reporting
  • Equity Advisory
  • Total Compensation
  • Liquidity
  • QSBS Attestation
• Fund Management
  • Fund Administration
  • Deal CRM
  • Fund Tax
  • SPVs
  • Fund Forecasting
  • Portfolio Valuations
  • LP CRM
  • Loan Operations
• LP Portfolio Management
  • LP Portfolio Analytics

Platform Highlights

• Total Command – real‑time visibility and control across the entire investment lifecycle.
• Agentic Intelligence – context‑aware monitoring, proactive orchestration, and automation.
• Strategic Modeling – rapid scenario modeling to inform decisions.
• Confidence & Compliance – enhanced data accuracy and audit‑ready reporting.
• End‑to‑End Collaboration – frictionless workflows between firms, investors, and partners.
• World‑Class Expertise – seasoned fund admins, tax experts, and analysts support users.

Scale & Impact

• 1.7 million+ equity holders on the platform.
• $4.2 trillion+ assets on the platform.
• 50,000+ companies served.
• $203 billion+ assets under administration.
• 8,800+ funds and SPVs on the platform.
• $380 billion+ portfolio equity value.

Trust & Recognition

Trusted by venture capital, private equity, and private credit firms worldwide.