Case Study: Kayne Anderson



Carta’s integrated platform powers smarter decision-making across private equity firms, portfolio companies, and law firm partners. Combined equity management and waterfall tools allow seamless collaboration and simplified scenario planning.

Discover why private equity firm Kayne Anderson chose Carta to standardize their portfolio company cap tables:

  • Centralized Ownership Tables: Eliminate the risk of cap table discrepancies with a single, scalable, accurate source of truth.
  • Efficient Quarterly Reporting: Simplify quarterly reporting with standardized data and readily available reports.
  • Enhanced Transparency: Provide clarity to equity holders through our participant portal, where holders can accept and view grants

Carta’s platform provides custom capabilities across funds.

Read Kayne’s story to see how other PE funds streamline their equity management with Carta
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<$99,000,000 AUM
$100,000,000 - $499,000,000 AUM
$499,000,000 - $999,000,000 AUM
>$1,000,000,000 AUM

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