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Carta
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
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Carta Fund ERP
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Description
Carta Fund ERP provides a connected system of record for fund operators, linking asset-level data to funds, allocators, and LP capital accounts. It combines deal and LP CRM, portfolio analytics, valuations, fund reporting, equity management, fund administration and financials, tax and compliance, and LP portfolio management with data connectivity, context-aware AI, intelligent workflow automation, audit trails, and human expertise.Category: FinOps Tooling
Equity Management
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Description
Equity Management provides cap table management, total compensation, equity advisory, liquidity, QSBS attestations, and 409A valuations, with onboarding, support, and security services for founders and growing companies.Category: FinOps Tooling
Carta Law
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Description
Carta Law delivers attorney-verified, AI-assisted services including contract negotiation, NDA and KYC analysis, AML screening, transaction reviews, fund subdocument reviews, LPA analytics, and LP transfers. It codifies client playbooks and risk matrices into managed workflows with fixed-fee pricing and operates as a UK SRA-regulated Alternative Business Structure.Category: Service Provider