[ Carta F... Reviews ](https://www.g2.com/products/carta-fund-erp/reviews) [ Carta F... Reviews ](https://www.g2.com/products/carta-fund-erp/reviews) # Carta Fund ERP Pricing Overview [Editedit](https://my.g2.com/carta-fund-erp/pricings) **Carta Fund ERP has not provided pricing information for this product or service.** This is common practice for software sellers and service providers. Contact Carta Fund ERP to obtain current pricing. Pricing information for Carta Fund ERP is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Carta Fund ERP must be conducted with the seller. Pricing information was last updated on January 28, 2025 Show More ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 16 months ### Perceived Cost $$$$$ ## Top-Rated Alternatives [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5 (546) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4/5 (406) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg "Qapita") Qapita 4.6/5 (311) ](https://www.g2.com/products/qapita/reviews) [ View All Alternatives ](https://www.g2.com/products/carta-fund-erp/competitors/alternatives) ## Carta Fund ERP Pricing Reviews (2) ![Adrian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adrian M.") AM Adrian M. Small-Business (50 or fewer emp.) 9/10/2025 More Options - - [Respond as Carta Fund ERP](https://www.g2.com/survey_responses/carta-fund-erp-review-11659640/official_response/new) "Big fans of the Carta fund admin platform" 5/5 What do you like best about Carta Fund ERP? We use the platform everyday. From capital calls to submitting fund documents we actively use it to manage our LP experience. The ease of use and fund info is easy to find as well as a great record of the funds activity that we can access instantly. Review collected by and hosted on G2.com. What do you dislike about Carta Fund ERP? The GP experience is much better then what the LP sees on the platform. Though I would want to see more information available to LPs, most LPs only access the platform to download documents. Review collected by and hosted on G2.com. What problems is Carta Fund ERP solving and how is that benefiting you? Carta does a great job of solving cash management for the fund. They have also worked with us to improve that experience and work alongside our auditors to keep an active record of cash transactions. The newest additions of GP capital caps and cash management has been huge to cost and timing savings to reconcile the GP entity books. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Capital Markets](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Capital Markets") AC Verified User in Capital Markets Small-Business (50 or fewer emp.) 4/1/2025 More Options - - [Respond as Carta Fund ERP](https://www.g2.com/survey_responses/carta-fund-erp-review-11003247/official_response/new) "Fund admin product is TERRIBLE. Stay away." 0/5 What do you like best about Carta Fund ERP? The UI of the analytics dashboard is nice Review collected by and hosted on G2.com. What do you dislike about Carta Fund ERP? We've been customers since 2021 and have used Angellist for our second fund. The difference is NIGHT AND DAY. Carta fund admin is garbage and needs to be sunset as a product. - The Carta fund admin product is a thin software layer on top of a shitty support ticket system. It's a service more than it is software. This would be fine if the service was good. But they sell you personalized help and a dedicated account manager, and then you are literally put in a queue with every question you have, and after 24-48 hours you get random replies from what seems like junior support agents with no context on your account. For a high 5-figure ACV, I'd expect a lot more. - Investments get logged incorrectly, they add documentation to the wrong company records... the lack of organization and training of their support agents who deliver the actual "service" make it a nightmare to stay organized as a GP. - Additionally, they are effectively the same price as Angellist, so it's not even like this is the "cheap" off-brand option. If you are the product leader for Carta Fund Admin, feel free to reach out. I have given the feedback to your team a couple times and have seen no improvement. Service only getting worse as you continue to try to cut costs and outsource your core service to junior support agents. Review collected by and hosted on G2.com. What problems is Carta Fund ERP solving and how is that benefiting you? Supposed to help manage fund administration (manage investments, upkeep records, tax prep, etc) Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management)[ Venture Capital Management ](https://www.g2.com/categories/venture-capital-management)[ Investor Reporting ](https://www.g2.com/categories/investor-reporting) [ Investment Accounting ](https://www.g2.com/categories/investment-accounting) Show More ##### Explore More [ Best cloud-based VoIP solution for remote work ](https://www.g2.com/discussions/best-cloud-based-voip-solution-for-remote-work)[ Best employee communications software ](https://www.g2.com/discussions/what-s-the-best-employee-communications-software-in-2025)[ Best-rated fleet management system for corporate fleets ](https://www.g2.com/discussions/best-rated-fleet-management-system-for-corporate-fleets) [ Which tool is best for location-based market expansion planning? ](https://www.g2.com/discussions/which-tool-is-best-for-location-based-market-expansion-planning)[ Best inbound call tracking software for small businesses ](https://www.g2.com/discussions/best-inbound-call-tracking-software-for-small-businesses-any-recommendations)[ Pros and Cons Details ](https://www.g2.com/products/carta-fund-erp/reviews?qs=pros-and-cons) Show More [ Best cloud-based VoIP solution for remote work ](https://www.g2.com/discussions/best-cloud-based-voip-solution-for-remote-work)[ Best employee communications software ](https://www.g2.com/discussions/what-s-the-best-employee-communications-software-in-2025)[ Best-rated fleet management system for corporate fleets ](https://www.g2.com/discussions/best-rated-fleet-management-system-for-corporate-fleets) [ Which tool is best for location-based market expansion planning? ](https://www.g2.com/discussions/which-tool-is-best-for-location-based-market-expansion-planning)[ Best inbound call tracking software for small businesses ](https://www.g2.com/discussions/best-inbound-call-tracking-software-for-small-businesses-any-recommendations)[ Pros and Cons Details ](https://www.g2.com/products/carta-fund-erp/reviews?qs=pros-and-cons)