Carta for Private Equity Firms

Manage your portfolio companies all in one platform

With a central system to manage your entire portfolio, Carta allows you to keep tabs on each company, see cap tables in real-time, and view your consolidated portfolio — all from one place. Let us know how we can help you manage your portfolio.

How does Carta help you manage equity?

Centralized source of truth

With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.

Streamline your equity issuance

Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.

Preferred by stakeholders

Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.

Automate K-1 distributions

Instead of manually sending K-1s every year, Carta will securely send them for you.

Waterfall modeling

Plan for the future. Understand the payout at various exit scenarios and run quarterly valuations.

Audit-ready valuations

Get fast liquidation threshold and profit interest valuations.

OUR INVESTORS

Meet a few of our investors

Carta’s investors have helped us grow from our first customer to over 20,000 companies and 1.3 million security holders. We are proud to have them with us as we map the global ownership network.

PE Partners 1
PE Partners 2
PE Partners 3
PE Partners 4
PE Partners 5

CARTA FOR INVESTORS

Manage your portfolio and back office on Carta

Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.

WORK WITH CARTA

See how Carta can help you streamline your portfolio operations.

Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.