Carta is a cloud-based ERP platform for private capital that centralizes equity management, fund administration, portfolio analytics, valuations, and legal and compliance services within a single connected environment. The platform serves private companies, venture capital and private equity firms, fund-of-funds, private credit managers, and individual investors, with data from cap tables and fund records connected across downstream workflows including tax, reporting, and compliance.
Key Features & Functions:
Cap Table and Equity Management
Tracks ownership structures, equity issuance, and dilution in real time, serving as a system of record for company capitalization. Supports SAFE financings, financial reporting, and equity advisory services.
Equity Plan Administration
Manages employee stock options and equity compensation plans, including vesting schedules, exercises, and total compensation modeling, with stakeholder access to equity holdings.
409A Valuations and Compliance
Provides valuation services and compliance tools, including audit-ready reporting and tax documentation for equity plans, with QSBS attestation support.
Fund Administration
Supports venture capital and private equity firms with fund accounting, SPV management, LP reporting, fund tax preparation, and fund forecasting within a unified platform. Fund data is shared across administration and tax workflows without manual re-entry.
Deal CRM and Portfolio Management
A deal CRM connects deal sourcing and investor relations workflows with fund data. Portfolio valuations and LP portfolio analytics provide performance visibility across fund structures.
Loan Operations
Supports loan administration workflows for private credit fund CFOs, integrated within the fund ERP environment.
Carta Law
In May 2026, Carta acquired Avantia Law and launched Carta Law, an attorney-led, AI-native legal and compliance service for private capital firms. Carta Law delivers contracts, AML/KYC compliance, and LP transfer services through fund-specialist attorneys supported by the Ava AI workflow engine, with legal and compliance actions connected to Carta's fund operations system of record.
Agentic AI
Carta embeds agentic AI across its platform, including plugins with external AI models, context-aware monitoring, and specialized agents connecting deal sourcing, portfolio analytics, LP engagement, and fund operations to the underlying fund ledger.
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