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SPECIFICTION
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Carta Fund Management pricing

2 plans read from carta.com

Advanced ERPPriced 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 ERPPriced on request Fund Administration · GP Entity Administration · LP Portal · Closings · LP KYC · Reporting · Data Warehouse · Fund Forecasting Read 8 Oct 2026 · carta.com

In short

  • Carta Fund Management has a free plan (Advanced ERP).
  • 2 plans are priced on request (Advanced ERP, Standard ERP).

What the alternatives costAll alternatives →

ToolFromFree planFree trial
Hemrock$1.67/moYesNo
Dynamo CRM & Deal Management$0.08/moNoNo
Keel—YesYes
aama.io$1,500/moNoNo
Allvue Investment Management—NoNo
Archstone$297/moNoYes
Ashta.ai—NoYes
Beonflow—YesNo