Solution introduction

Simplify how you manage your portfolio and back office

Carta’s all-in-one platform offers venture fund administration, portfolio data collection and sharing, LP management, ASC 820 valuations, and free certificate safekeeping

Spend less time managing your fund, and more time investing

Streamline your back office
Spend more time working with companies, and less time managing the details of equity, compliance, and accounting.

Manage investments securely
Accept securities and access cap tables from the 10,000+ companies on Carta, in the same place you manage your portfolio.

Access real-time data
See fund accounting and portfolio company performance data on a dashboard, no waiting for quarterly reports.

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