great service. simple onboarding. Perfect as a starter ERP

I really appreciate Carta Fund ERP as a comprehensive end-to-end solution that supports us in fund accounting, management company accounting, capital calls, portfolio management, investor reporting, and storage of critical administrative items. What I like most is the extremely fast response time and the intuitive platform which makes it very easy to use for me and my LPs. The team at Carta is extremely responsive, patient, and helpful. It also helps that most companies we interact with are using Carta, so collecting and memorializing stock certificates is seamless. The setup was extremely easy, with the team at Carta helping us every step of the process.

Carta is the only interface I have found that puts pertinent real time information at your fingertips. The portal allows you to see all of your funds, gps, management company and spv in one place. You can see fund performance, capital deployed, number of portfolio companies, IRR, MOIC and more. It reconciles cash daily so you can get a live picture of your cash position. Carta integrates seemlessly with Ramp and other applications so you are not manually entering the data. Pricing is industry standard and definitely big ROI. The onboarding process has greatly improved and the team support as well. Overall performance of the product is amazing.