Carta Fund Management

6.0easy start · #20 of 30
in Fund Administration Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web.

Carta Fund Management is ranked #20 of 30 in fund administration software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan.

Carta Fund Management plans and pricing

All plans

Standard ERP Not published Fund Administration · GP Entity Administration · LP Portal · Closings · LP KYC · Reporting · Data Warehouse · Fund Forecasting carta.com · 8 Oct 2026

Advanced ERP Not published Standard ERP core features · CRM · GP Carry Tracking · Auditor Portal · API Access · Self-service Data Collection · Self-service Portfolio Valuations carta.com · 8 Oct 2026

Compared on fund administration software

Free plan: No
Investor portal: Yes
Capital account tracking: Yes
Allocation waterfalls: Yes
Capital call workflows: Yes

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The record

Purpose: Carta Fund Management is an end-to-end suite for managing fund operations from transactions to distributions.
Accounting: Its fund administration tools use event-based accounting to book fund events as they occur.
LP portal: The LP portal gives investors secure access to documents, communications, and investment performance information.
Fund forecasting: Fund Forecasting supports forward-looking portfolio construction, performance analysis, and future-round scenario modeling.
Fund tax: Fund Tax is an add-on service that prepares and files federal Form 1065, partner K-1s, and state filings when needed.
Integrations: Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs.
API: Advanced ERP includes API access to retrieve portfolio company cap table and investment data and export Carta data to external systems such as Salesforce.
Support: Fund Management customers can work with a dedicated team of experienced fund accountants for advice and support.
Mobile app: Carta Carry lets fund users track tasks, message fund administrators, receive push notifications, and make approvals on the go.
Security: Carta’s Trust Center lists annual third-party audits, annual penetration testing, and a disaster recovery plan.
Compliance: Carta’s Trust Center lists ISO 27001:2022, SOC 2 Type II, SOC 1 Type II, GDPR, and CCPA.
Intended users: The suite is presented for venture capital, private equity, and private credit funds.
Notable limit: Standard ERP is positioned for fund formation and early operations, while Advanced ERP is designed for audited funds.
Founded: 2012

Where it ranks on The Geeks Club

Best Fund Administration Software in 2026#20 of 30

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Sources

carta.com/fund-management/· checked 8 Oct 2026
carta.com/plans/fund-management/venture-capital/· checked 8 Oct 2026
carta.com/fund-management/carry/· checked 8 Oct 2026
trust.carta.com· checked 8 Oct 2026