Carta
Carta is listed in the Buyside Fintech directory with 3 products. Its products are listed under capital calls and waterfalls, fund accounting and nav, fund administrators, lp portals, pe and vc fund administration and portfolio monitoring. Those include Carta Fund Administration, Carta Fund Forecasting, Carta LP Portal. Every fact on this page carries the source we read and the date we checked it, and the profile has not been claimed by Carta. Practitioners at firms that use Carta can review it here, and the company may reply to a review but may not write one.
How Carta describes itself
Carta’s ERP for private capital combines software and services to deliver connected clarity and control across equity, fund, and portfolio management.
Carta’s own website, read 2026-08-30
Their words, not ours. We publish it so you can see how a company positions itself; it is not an assessment and nothing in it has been checked.
Carta products
Carta Fund Administration
Software-led fund administration for private equity and venture funds, marketed around agent-driven automation and fund CFO visibility.
Confirmed on the vendor's own site · source · 2026-10-11
Carta Fund Forecasting
Portfolio construction, forecasting and management software for venture funds; this is the product formerly sold as Tactyc, whose domain now redirects into Carta.
Confirmed on the vendor's own site · source · 2026-10-11
Carta LP Portal
LP-facing portal inside Carta's fund administration suite, covering subscription documents, performance views and K-1 delivery.
From an industry source, not yet confirmed with the vendor · source · 2026-10-11
What practitioners say
Questions and notes