Carta provides an AI‑enhanced platform that unifies cap table management, fund administration, tax compliance, and portfolio analytics into a single, auditable source of truth for private equity, venture capital, and corporate finance teams. By automating routine workflows such as capital calls, expense reconciliation, and document extraction, the platform improves data accuracy, reduces manual effort, and delivers real‑time insights for faster decision‑making.
Funding
$500M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+44Founders
Product
Problem
Private capital firms and growing companies rely on fragmented spreadsheets, legacy systems, and manual processes to manage equity, fund administration, compliance, and reporting, leading to data errors, slow decision‑making, and high operational costs.
Solution
Carta offers an integrated, AI‑enhanced platform that serves as a network ERP for private capital. It consolidates cap tables, fund financials, tax compliance, and portfolio analytics into a single, auditable source of truth. Context‑aware AI agents automate routine workflows such as capital calls, expense reconciliation, and document extraction, while providing real‑time insights and scenario modeling. The platform connects fund managers, portfolio companies, and limited partners, enabling secure data sharing, automated reporting, and compliance checks. By unifying these functions, Carta reduces manual effort, improves data accuracy, and accelerates strategic decision‑making across the private equity, venture capital, and corporate equity lifecycle.
Target Audience
Primary customers are private equity and venture capital firms, corporate finance teams, and founders/CEOs of private and public companies that need end‑to‑end equity and fund administration.
Features
- Unified dashboard for cap table management, waterfall calculations, K‑1 generation, and fund‑level general ledger
- AI‑driven agents that monitor transactions, reconcile cash, and trigger automated capital calls and tax filings
- Real‑time scenario modeling and strategic analytics for portfolio performance and valuation forecasting
- Secure, audit‑ready data warehouse with AI‑powered document extraction and validation for LP reporting
- Native integrations with email, Slack, and major AI assistants (Claude, ChatGPT, Gemini) for workflow automation
- Built‑in fund administration services, including tax return preparation, compliance support, and legal workflow integration via Carta Law
- Role‑based access for founders, CFOs, deal teams, LPs, and legal teams, ensuring appropriate visibility and control