I find Carta Fund ERP easy to use, and I appreciate our fund admin, Taras, who is really responsive and great to work with. He helps us whenever we have questions, even if they are outside of Carta's specific scope. The initial setup of Carta Fund ERP was also easy.

I really appreciate Carta Fund ERP for eliminating the manual reconciliation I used to dread. The integration of cap table/equity data into fund administration means the data flows automatically, saving me hours every month from not having to chase updates. The real-time ledger is fantastic, giving me immediate visibility into fund status and IRR, which boosts my confidence in conversations with LPs. The automated processing of capital calls and distributions has transformed high-touch work into tasks that mostly run themselves. Also, having a connected system simplifies managing multiple vehicles, eliminating the need to stitch data from five different tools. The fund admin team brings valuable industry insight, not just basic bookkeeping. With such a lean team, the automation features have been essential in running our operations effectively and efficiently.

It is easy to export cap table and decent UI.