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.

The ability to pull quarterly data directly into our briefings instead of entering it manually has been the biggest win. It's saved us real time. Analyzing investments and pulling performance data across funds using simple, natural language has also been huge. We're still finding new applications for it