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Fund Managers

AngelList vs. Carta

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AngelList vs. Carta for Cap Table Management

The AngelList Advantage:
Service, Savings, and Security

For over a decade, AngelList has focused on making fund managers successful

Unparalleled support

Work with an associate backed by state-of-the-art software and a team of industry-leading accountants, tax professionals, and lawyers.

  • Guaranteed 48-hour SLAs and same-day wire support

  • Dedicated investor relations support for LP onboarding and questions

  • Support from a team of top-tier associates with backgrounds in consulting, finance, and tech

  • A dedicated point-of-contact for all types of inquiries

  • Guidance from experienced accountants, tax professionals, and lawyers

  • Full-stack software ensures continuity of service and prevents unforced errors

No hidden fees, ever

All costs are clearly communicated from day one. With AngelList, there are no unwanted surprises for you or your LPs.

  • Tax reporting for all your LPs

  • Unlimited KYC & AML checks

  • Template formation documents, side letters, and document review

  • Unlimited capital calls

  • Investor onboarding, portals, and communications, at no additional expense

  • Audit support and quarterly financial statements

Compliance partner

Safeguard your fund by partnering with AngelList to meet compliance requirements.

  • Investment reviews for correct economic terms and legal entity names

  • Form ADV filings (if all your funds are on our platform)

  • Fund entity formation and Form D filings

  • Summaries of your portfolio companies’ subsequent series financing events

  • Valuation updates that meet ASC 820 reporting standards for accuracy

  • Distribution reviews by tax and accounting team to ensure veracity

What fund managers are saying

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Power your entire back office with our world-class software.

Service
AngelList
Carta

Fund admin

End-to-end fund administration support provided via a dedicated account manager and investor relations team

Fund filings

State and federal fund registration and maintenance

Certain filings via a third-party for additional fee

Legal fund formation

Customizable fund formation documents, vetted by top law firms

Template documents available for additional fee

Investor closing

Online closing and signing process for LPs: unlimited KYC, AML, and accreditation checks for 506(b) and 506(c) offerings

60 investor KYC/AML available for additional fee;
no accreditation checks for 506(c) offerings

Protective transaction reviews

Economic terms verification on every investment

Referral to outside counsel

Tax services

Prepare and distribute K-1, K-2, and K-3s; make 1065 filings, and track income and expenses

Prepared by third-party provider

Fundraising platform

Access to AngelList platform LPs, who’ve invested $2.3B to date in AngelList funds and syndicates

No LP network

* available only for certain pricing tiers
** Third-party comparison based on publicly available materials

Fund Managers choose
AngelList over Carta

Label

Simple and fast fund migration from Carta to AngelList

We can export, review, and transfer all required information in as little as a week once you grant AngelList access to your fund admin account.

Once you give AngelList access to your fund data, we'll handle everything else, including creating individual accounts for each of your LPs. The only thing they'll need to do is click a link in their welcome email and verify their account.

We provide you with a checklist of fund documents, LP information, and investment data required to complete the migration. Alternatively, you can provide our team with access to your existing fund dashboard to collect these artifacts for you.

We won’t charge you for the years your fund has already been supported. AngelList will prorate our cost to the years your fund has been deployed.

Ready to
make a move?