List of Carta Fund Administration Customers
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United States
Since 2010, our global team of researchers has been studying Carta Fund Administration customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Carta Fund Administration for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Carta Fund Administration for Portfolio and Investment Management include: Fusion Fund, a United States based Banking and Financial Services organisation with 25 employees and revenues of $10.0 million, AVV, a Vietnam based Banking and Financial Services organisation with 14 employees and revenues of $2.0 million, Behind Genius Ventures, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Carta Fund Administration, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Carta Fund Administration customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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AVV | Banking and Financial Services | 14 | $2M | Vietnam | Carta | Carta Fund Administration | Portfolio and Investment Management | 2023 | n/a | In 2023, Ascend Vietnam Ventures implemented Carta Fund Administration to operate fund finance, capital calls, and LP reporting. Ascend Vietnam Ventures, operating as AVV, deployed Carta Fund Administration within the Portfolio and Investment Management category so the team could focus on sourcing and portfolio support across APAC. The deployment emphasized core fund administration modules, including fund finance accounting, capital call orchestration, and limited partner reporting. Implementation also included SPV and formation workflows and document management capabilities, reflecting a technology-first fund administration platform configuration. Operational coverage centered on the finance function and investor relations for AVV's regional activities in APAC, with the platform used day-to-day by the fund finance team and portfolio support staff. The configuration prioritized workflow automation for capital calls and standardized LP reporting processes to reduce manual reconciliation and accelerate reporting cadence. Governance was oriented around a centralized fund administration model on Carta Fund Administration, with process documentation and handover procedures adjusted to the new platform. The implementation smoothed onboarding of a new finance manager in 2023 and enabled the small team to shift effort toward deal sourcing and portfolio support across the region. | |
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Behind Genius Ventures | Banking and Financial Services | 10 | $1M | United States | Carta | Carta Fund Administration | Portfolio and Investment Management | 2021 | n/a | In 2021, Behind Genius Ventures deployed Carta Fund Administration to manage fund operations in the United States. The deployment targeted fund finance and investor reporting as core functional areas, consistent with the Portfolio and Investment Management application category, and centralized previously dispersed processes into a single fund administration platform. Implementation focused on configuring Carta Fund Administration for centralized recordkeeping, automated capital calls, and investor statement generation. The work covered fund accounting workflows and investor reporting modules, and case descriptions allow inference of specific deliverables such as K-1 timing coordination and statements of investments using Carta Fund Administration reporting and statement capabilities. Operational governance emphasized standardizing recordkeeping and investor communications across fund finance and investor relations, establishing repeatable workflows for capital calls, investor reporting, and fund-level accounting. The consolidated use of Carta Fund Administration supported improved LP transparency and reduced administrative cost for Behind Genius Ventures in the United States. | |
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Fusion Fund | Banking and Financial Services | 25 | $10M | United States | Carta | Carta Fund Administration | Portfolio and Investment Management | 2025 | n/a | In 2025, Fusion Fund adopted Carta Fund Administration to automate fund accounting functions including capital calls, distributions, and reporting. The deployment focused on fund finance and investor relations to provide dedicated fund accounting support so the firm could scale during rapid growth in the United States, and it aligns with the Portfolio and Investment Management category. Carta Fund Administration was configured to centralize fund accounting records, orchestrate capital call execution, automate distribution processing, and generate investor reporting and statements, standardizing cash management and reconciliation workflows. Operational coverage was concentrated in fund finance and investor relations teams, with process changes to formalize reporting cadence and cash handling. The engagement delivered more efficient cash management and higher-quality LP reporting, supporting the firm s scalability objectives. |
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