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Carta

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297 reviews
  • 3 profiles
  • 11 categories
Average star rating
4.3
Serving customers since
2007
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Carta Reviews

Review Filters
Profile Name
Star Rating
213
56
9
2
17
Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
06/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Best-in-Class Fund Admin Software

I would say the connectivity of all of the different aspects of fund administration. That includes closing LPs, managing LP commitments, capital calls, accounting, LP communication, etc. The platform itself is probably the best I've seen. While this is new and I'm still figuring out the best use cases, I also like that they've included an integration into Claude to help pull data and use for day-to-day research/analysis.
Luis Daniel A.
LA
Luis Daniel A.
Experienced founder and investor: Climate / Technology
06/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Service and Simple Onboarding—A Perfect Starter ERP

great service. simple onboarding. Perfect as a starter ERP
Verified User
G
Verified User
06/25/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Comprehensive Solution with Stellar Support

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.

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HQ Location:
San Francisco, California

Social

@cartainc

What is Carta?

The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.

Details

Year Founded
2007
Website
www.carta.com