Carta Fund Management
carta.com
Spec sheet
- Purpose
- Carta Fund Management is an end-to-end suite for managing fund operations from transactions to distributions.Read 8 Oct 2026 · carta.com
- Intended users
- The suite is presented for venture capital, private equity, and private credit funds.Read 8 Oct 2026 · carta.com
- API
- Advanced ERP includes API access to retrieve portfolio company cap table and investment data and export Carta data to external systems such as Salesforce.Read 8 Oct 2026 · carta.com
- Integrations
- Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs.Read 8 Oct 2026 · carta.com
- Security
- Carta’s Trust Center lists annual third-party audits, annual penetration testing, and a disaster recovery plan.Read 8 Oct 2026 · trust.carta.com
- Compliance
- Carta’s Trust Center lists ISO 27001:2022, SOC 2 Type II, SOC 1 Type II, GDPR, and CCPA.Read 8 Oct 2026 · trust.carta.com
- Support
- Fund Management customers can work with a dedicated team of experienced fund accountants for advice and support.Read 8 Oct 2026 · carta.com
- Headquarters
- San Francisco, California, United StatesRead 28 Sep 2026 · carta.com
- Founded
- 2012Read 28 Sep 2026 · carta.com
- Accounting
- Its fund administration tools use event-based accounting to book fund events as they occur.Read 8 Oct 2026 · carta.com
- Fund forecasting
- Fund Forecasting supports forward-looking portfolio construction, performance analysis, and future-round scenario modeling.Read 8 Oct 2026 · carta.com
- Fund tax
- Fund Tax is an add-on service that prepares and files federal Form 1065, partner K-1s, and state filings when needed.Read 8 Oct 2026 · carta.com
- LP portal
- The LP portal gives investors secure access to documents, communications, and investment performance information.Read 8 Oct 2026 · carta.com
- Mobile app
- Carta Carry lets fund users track tasks, message fund administrators, receive push notifications, and make approvals on the go.Read 8 Oct 2026 · carta.com
- Notable limit
- Standard ERP is positioned for fund formation and early operations, while Advanced ERP is designed for audited funds.Read 8 Oct 2026 · carta.com
Plans and prices
Advanced ERP Priced on request Standard ERP core features · CRM · GP Carry Tracking · Auditor Portal · API Access · Self-service Data Collection · Self-service Portfolio Valuations Read 8 Oct 2026 · carta.com
Standard ERP Priced on request Fund Administration · GP Entity Administration · LP Portal · Closings · LP KYC · Reporting · Data Warehouse · Fund Forecasting Read 8 Oct 2026 · carta.com
Where Specifiction places it
- Fund Administration Software#16 of 307.5
