Carta
Portfolio Management
Internal OperationsCRM & Deal Flow ManagementLP ReportingVC + PEenterpriseCarta provides venture capital firms with an integrated platform for fund administration, portfolio company equity management, and investor relations. VCs use it to manage their fund operations, track portfolio company cap tables in real-time, automate LP reporting and tax compliance, and streamline back-office workflows from deal execution through fund lifecycle management. The platform connects fund-level data with portfolio company equity information, enabling automated reporting and reducing manual administrative overhead.
Used by VC/PE Firms
Future Labs Capital
DataTribe
Kayne Anderson
Uncorrelated Ventures
Legalist
Base10
QED Investors
Veritas Capital
Blumberg Capital
Harmonic Growth Partners
Fusion Fund
Kapor CapitalFounded
2012
Team Size
1,952
2%
Funding
Series E+
$1157.6M total
Monthly Traffic
2,079,000
13%
Key Features
- •Fund administration platform
- •Cap table management
- •409A valuations
- •LP reporting automation
- •Tax compliance tools
- •Portfolio company connectivity
- •Real-time data sync
Use Cases
Fund Administration
Automate fund accounting, LP reporting, capital call management, and distribution processing with integrated tax compliance workflows
Portfolio Company Monitoring
Track portfolio company cap tables, equity events, and valuation changes in real-time across the entire portfolio
LP Relations & Reporting
Generate automated quarterly reports, manage investor communications, and provide LPs with real-time portfolio visibility
Deal Execution Support
Streamline investment documentation, equity issuance, and cap table management for new investments
Compliance & Tax Management
Handle K-1 generation, tax reporting, and regulatory compliance requirements across fund and portfolio company levels
Target Users
Tags
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