Easefolio® vs Carta
Carta manages your cap table. Easefolio runs your fund.
Carta was built around equity and closed-end venture funds. If you run an open-end vehicle, hold multiple asset classes, or want real-time control of your own books, you've outgrown it.
Choose Easefolio if...
- You run an open-end vehicle with rolling subscriptions and redemptions
- Your portfolio spans multiple asset classes: crypto, equities, PE, real estate
- You want published, predictable pricing you can budget against, not a custom quote
- You want to run your own books directly, without a bundled admin service
Carta is the right call if...
- Your core need is cap table management for a startup or its investors
- You run a standard closed-end venture fund with a traditional capital-call cycle
- You want equity, 409A valuations, and fund admin from one vendor
Head to head
The capabilities that decide it.
| Easefolio® | Carta | |
|---|---|---|
| Open-end fund support (rolling subs & redemptions) | YesNative, built for continuous capital flows | NoOrganized around closed-end venture funds |
| Real-time NAV calculation & publication | YesLive for market-priced assets, your cadence for privates | PartialAdmin-produced reporting cadence |
| Multi-asset class support | YesCrypto, public equities, PE, real estate, credit, one ledger | PartialEquity- and venture-centric |
| LP portal | YesLive dashboard with real-time holdings & performance | YesLive LP portal with dashboards & documents |
| Onboarding time | YesOperational in days | PartialFast for SPVs, service-led for fund admin |
| Fund size minimums | YesNone, emerging managers welcome | PartialTiered, pricing scales with fund size |
| Tax preparation | YesContinuous, K-1 data structured from day one | PartialTied to the annual admin cycle |
| GP-controlled books | YesYou see and control everything, instantly | PartialSelf-serve cap table edits, fund admin runs through their team |
| Transparent pricing | YesPublished, predictable | NoCustom quotes |
| Cap table management for startups | PartialNot our focus, but included; Carta is the industry standard | YesIndustry standard |
Comparison based on publicly available information and user reviews as of July 2026. Capabilities may change; verify details with each vendor. Carta is a trademark of eShares, Inc.
Why managers switch
Three reasons funds move from Carta to Easefolio.
01
Open-end funds don't fit the mold
Carta's fund administration is organized around the closed-end venture lifecycle. Rolling subscriptions, redemption windows, and continuous NAV publication are exactly what Easefolio was built for.
02
Software you run, not a service you wait on
Carta's fund administration is delivered as a service, so parts of your books live in their team's workflow. Easefolio keeps the GP in the driver's seat: your ledger updates in real time, and you never wait to see your own positions.
03
Multi-asset is native, not bolted on
Private equity next to crypto next to public equities: one ledger, full visibility, and tax structures built for all of it. No juggling systems when your strategy doesn't fit in one box.
Switching is the easy part
From signed to fully operational in days, not quarters.
Step 1
Import your history
We migrate investor records, ownership history, and transaction data from your Carta exports and spreadsheets.
Step 2
Run in parallel
Reconcile Easefolio against your current books for one cycle. You cut over only when the numbers match.
Step 3
Invite your LPs
Your investors get a live portal from day one: holdings, documents, and performance, always current.
Get started
See your fund in Easefolio.
Bring your fund structure to a 30-minute demo. We'll show you exactly how it maps, and where the time goes back into your week.