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Carta

The leading equity management and cap table platform for private companies, venture capital funds, and investors. Carta manages cap tables, equity plan administration, 409A valuations, fund administration, LP reporting, and secondary liquidity programs. Not a CRE-specific tool, but relevant for real estate private equity firms, syndicators, and fund managers that need to manage LP ownership stakes, equity distributions, and fund-level cap tables.

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When to use it

Use when managing LP equity ownership, distributions, and cap table administration for a real estate fund, syndicator, or private equity firm. Instead of tracking ownership in spreadsheets, Carta centralizes stakeholder records, automates securities issuance, handles 409A valuations, and provides LPs with a self-service portal to view their equity, vesting, and distributions.

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