Avantia by Carta (formerly Avantia Law) is an AI-powered legal and compliance managed services provider for asset managers, operating as Carta Law within Carta's ERP platform for private capital. Acquired by Carta in May 2026, it delivers contracts, AML/KYC compliance, and LP transfer services through a combination of fund-specialist attorneys and the Ava AI workflow engine, with legal and compliance workflows integrated directly with Carta's system of record for fund operations, connecting legal actions and compliance checks to the same platform used for fund administration, cap tables, and valuations.

Key Services & Functions:

Contracts
Negotiation and execution of NDAs, engagement letters, and commercial contracts for asset managers. The Ava AI workflow engine supports intake, triage, and execution, with fund-specialist attorneys providing review and quality oversight at each stage.

AML/KYC Compliance
End-to-end management of investor onboarding and transaction-level AML/KYC requirements. Ava automates research and reuses verified compliance information across engagements, with compliance experts handling verification and investor communications. All compliance decisions are recorded and auditable within the platform.

LP Transfers
Management of limited partner transfer workflows end-to-end, including negotiation with transferring and incoming parties, compliance checks, and execution. Completed transfer agreements flow through to fund records within Carta's platform.

Ava AI Workflow Engine
Ava manages legal and compliance workflows from intake and triage through to execution and reporting. It allocates tasks to the appropriate specialists, tracks progress against agreed turnaround times, and provides management dashboards for oversight. Data is not sent to public LLMs and is not used to train generative AI models.