Carta
Carta is a San Francisco platform for private capital operations, originally a capitalization table system and now positioned as a vertical resource planning system for private…
Overview
Carta is a San Francisco platform for private capital operations, originally a capitalization table system and now positioned as a vertical resource planning system for private markets, spanning fund administration, fund accounting, tax, compliance, investor reporting and a limited partner portal across roughly 9,000 funds representing more than 203 billion dollars, more than 50,000 capitalization tables and about 125,000 allocators. The generative layer is broad and is being pushed into the transaction path rather than kept beside it. Proprietary agentic components ingest, extract and normalize capital call notices and partners' capital account statements and feed the general ledger directly, turning static documents into a live feed that updates accounting and reporting. Fund administration agents monitor connected systems continuously, including bank feeds, portfolio company data and investor records, and process each signal in the context of the governing partnership agreement so that a contribution triggers the workflow appropriate to that fund structure. A data warehouse answers portfolio, return and exposure questions in natural language. Plugins let a firm drive fund administration, capitalization table management and dealflow analytics from inside general purpose assistants, with more than 1,500 companies and firms using them since April 2026. Three acquisitions built out the line: Accelex became Carta LP Portfolio Analytics, Sirvatus became Carta Loan Operations for private credit, and ListAlpha became Carta CRM, a relationship intelligence product using an agent and open protocol server architecture to query years of historical data for leads and target evaluation. The company states that customer data stays private and internal and is never used to train models.
Details
Educational listing only. CrackTheDeck does not endorse this product or promise investment results.
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