Acquisition marks launch of the largest AI-native law firm for private capital, combining institutional expertise with agent-orchestrated workflows to accelerate fund operations

SAN FRANCISCO: Carta, the agentic enterprise resource planning (ERP) platform for private capital, today announced it has acquired Avantia, a leading AI-powered legal and compliance law firm for asset managers. The acquisition launches Carta Law-the largest AI-native, integrated legal and compliance solution for private markets-unifying legal and compliance workflows with fund operations on a single platform.

Private capital firms have long operated with fragmented infrastructure, with fund administration, compliance, and legal services spread across separate vendors. Deal teams wait days for NDAs. Limited partner onboarding to new funds is delayed by KYC backlogs. General counsels lose visibility into legal spend or institutional precedent. As deal velocity increases and regulatory complexity grows, this fragmentation becomes a competitive disadvantage and operational barrier for funds. With the acquisition of Avantia and the introduction of Carta Law, the industry will have a single-platform solution.

"Avantia built the best legal and compliance product for private capital and now we're making it foundational infrastructure," said Henry Ward, Chief Executive Officer, Carta. "The largest PE firms in the world are paying top-tier law firms for high-volume, ultimately routine legal work, and they shouldn't have to. Carta Law changes that by connecting Avantia's AI-native delivery, outcome-based pricing, and lawyer-backed review directly to Carta's system of record for private capital."

Carta Law delivers three core capabilities:

• Speed with institutional verification: Every legal and compliance recommendation is run against AI for fast, uniform results before being verified by seasoned professional attorneys from a registered law firm.
• Institutional-grade legal review at scale: AI-native legal workflows rapidly process high-volume transactional work, eliminating the operational drag of routine contracts and compliance, so GCs and CCOs can focus on high-stakes strategic risk.
• Agent-orchestrated workflows across fund operations: Codify firm standards-from KYC matrixes to NDA details-into a single source of truth backed by attorney oversight.

Avantia is already trusted by 200+ global asset managers, including 30% of the world's largest funds, supporting transactions across more than $15 trillion in assets under management. By integrating Avantia's AI workflow engine, Ava, into Carta's ERP, firms can now unify legal and compliance decisions with fund operations on a single platform-following the same model Carta used with cap tables, valuations, fund taxes, and fund administration. With Carta Law, every action that results in a record can be traced to a legal action and compliance check on the same platform, and compliance decisions are recorded and auditable, creating institutional memory that informs future deal work.

“We founded Avantia in 2019 on a contrarian bet - that AI could deliver legal and compliance outcomes, not just assist with them," said James Sutton, CEO, Avantia. "Pioneering that outcome-as-a-service model drove rapid growth across some of the world's largest asset managers, and ultimately brought us here. Now, as part of Carta, we are excited to take it to the whole ecosystem.”

Carta Law is part of Carta's broader infrastructure strategy to support transparency, accuracy and speed in decision-making for private fund operations. Earlier this year, Carta acquired ListAlpha, integrating deal team and investor relations workflows and AI-powered insights into the same ERP. Carta is embedding AI throughout its offerings-through plugins with Claude and other AI models, and specialized agents that connect deal sourcing for investment teams, portfolio analytics for LPs, fund insights for CFOs, LP engagement for GPs and more to the actual fund ledger.

Existing Avantia clients will continue receiving the same services and can now connect Carta Law to Carta's full ERP-integrating legal and compliance with fund administration, CRM, portfolio analytics, and LP management.

To learn more, visit carta.com/blog/avantia-law-acquisition/. For more information about Carta, visit carta.com.

About Carta

Carta is the agentic ERP for private capital, connecting the entire ecosystem-from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With software and services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 9,000 funds and SPVs, representing $220B+ in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates.

For more information visit carta.com

Fonte: Business Wire