Carta

Warning: Your fund administration workflows are about to get *way* smoother 😉 Thanks to everyone who came to Carta Compass this week to preview the magic! Hosted at the iconic The Battery in San Francisco, we brought together leaders managing private funds to deep-dive into the future of fund administration. A few highlights from the day: ✨ Vrushali Paunikar (CPO) unveiled our vision for building the first purpose-built ERP solution for Private Capital. ✨ Henry Ward (CEO) drove an immersive conversation on Carta’s strategy and principles for leveraging AI to create differentiated product experiences. ✨ Our policy leaders, Anthony Cimino and Holli Heiles Pandol, provided essential insights on navigating the evolving policy infrastructure—from fund regulation to tax strategy. ✨ Attendees also got hands-on with upcoming features in our Learning Labs, designed to give you more control and autonomy. Key Product Takeaways: 🎯 AI-Powered Valuations: Instantly build cap tables and run complex waterfalls with new AI tools for speed and precision. 🎯 Autonomous Fund Admin: Take direct control with self-service workflows for calling capital and allocating expenses on your schedule, with real-time visibility. 🎯 Instant Performance Answers: Connect data to the Carta Data Warehouse to instantly benchmark your fund's IRR, TVPI, and DPI against the market. 🎯 Seamless Year-End: Prepare for your smoothest tax and audit season yet by centralizing documentation in the Auditor Portal for faster K-1 delivery. Thank you to every finance leader who joined us! The future of private capital is more intuitive, data-driven, and connected than ever before. #PrivateEquity #VCFinance #FundAdministration #FinTech #AIinFinance

Still riding this high! 🤯 Watch *the* moment our team learned Carta is now the official Cap Table + Fund Admin Platform of the Golden State Warriors and Chase Center. This partnership is a massive testament to our mission and the phenomenal work of every Cartan. We’re proud to support one of the most innovative and successful organizations in sports. Onward! 🏀🚀 #BayArea #DubNation #LifeatCarta

Stop letting complex valuations slow down your private markets firm 🛑 Valuations are the foundation of everything you do—reporting, fundraising, compliance, and trust. But manually wrangling data and building models is a massive drain on your CFO, finance, deal, and valuation teams. We built something better. Introducing Carta Portfolio Valuations—the fully integrated, end-to-end solution designed specifically for the private markets. We connect cap table, portco financials, and market data on one platform to deliver: Connected Input Sources: Automatic data standardization and integration (including CaplQ) creates a single source of truth. Peace of Mind: Multiple EV methodologies (DCF, Public Comps, M&A) and audit-defensible templates meet stringent AICPA requirements. Significant Savings: Elevate productivity and free up resources for high-value work. Ready to gain the confidence of your LPs and auditors? On October 22, join Carta CEO Henry Ward and Sharanya Venkat live to see how to achieve audit-defensible portfolio valuations: https://lnkd.in/gqQeyBa6 #PrivateEquity #VCFinance #Valuation #PE #VCFunding

The State of Global Compensation Report is officially out: https://lnkd.in/gSc6xQqC We partnered with Deel to dive into compensation data across 150+ countries, revealing the critical shifts in global pay and equity for 2025. Here are three trends that should redefine your talent strategy: >> Equity is surging, globally. Median equity grants for engineers (as a share of company ownership) have grown consistently since 2021, with strong acceleration in emerging markets like Brazil and India. The US, Canada, and France lead in overall equity package size. >> AI/ML pay is escalating fast. Total compensation for top-tier AI/ML engineers is rising sharply across all valuation tiers, with 90th percentile salaries growing faster than median pay as companies intensely compete for specialized talent. >> The gender pay gap persists. Gender pay gaps remain more pronounced in tech and product roles than in sales. The overall median salary gap shows males at $88K and females at $62K. Founders and HR leaders: You can't set a competitive comp strategy without this data. Get the full analysis to make more informed and equitable compensation decisions for your global team. Download the full report: https://lnkd.in/gSc6xQqC #Compensation #GlobalHiring #Equity #HRTech #GlobalTalent

Taxes are *not* the fun part of the founder journey. But here's the reality: If you walk into an investor meeting with messy compliance, they will see a liability, not a vision. Getting this right is non-negotiable. For calendar-year companies, use this Google Calendar to keep track of tax deadlines: https://lnkd.in/gzVYv_Fv Get the full, detailed cheat sheet: https://lnkd.in/gATwp73V #TaxSeason #StartupHacks #FundraisingTips #TaxCompliance — Disclosure: This information does not constitute legal, financial, accounting or tax advice. This information has not been prepared with your specific circumstances in mind and may not be suitable for use in your business. Carta does not assume any liability for reliance on this information.

Bay Area fans: Carta is the official cap table + fund management platform of the Golden State Warriors and Chase Center. 🎤⬇️ This partnership brings together two innovation icons to champion trust, ambition, and connection. We’re creating new ways for the Bay’s startup and investment ecosystem to come together: 🏀 Official Golden State Warriors NBA Draft Sponsorship — Carta’s name at the moment when futures are made 🤝 Community events designed to unite and empower emerging talent and the investment community 🎟 Ongoing presence at Chase Center — LED ribbons, stanchions, in-game visibility every Warriors game Stronger together: https://lnkd.in/egcEd2mR #CartaXWarriors #PrivateCapital #Startups #VC #GoldenStateOfMind

🚨 New product alert: Carta Loan Operations 🚨  Built for private credit funds. Powered by purpose-built loan admin technology. Designed to power the next era of private markets. Private credit is booming ... but software for credit fund operations? Still stuck in spreadsheets. We’re changing that. With our acquisition of Sirvatus, Carta is launching a loan admin platform built to handle deal complexity, automate workflows, and connect loan data directly to fund accounting. Finally, a system that works as fast as today’s credit market moves. With Carta Loan Operations, credit fund CFOs and ops teams can now: 📊 Track loans in real-time across structures like PIK toggles, cash sweeps, and unitranche 💡 Model returns, compliance, and scenarios on demand 📈 Eliminate manual entry with integrated fund accounting and reconciliation 📬 Deliver transparent LP reporting through Carta's consolidated portal 🛠️ Scale confidently with audit-ready infrastructure As our CEO Henry Ward explains: “Just like venture and private equity CFOs can automate their fund operations by connecting portco cap table events with our fund accounting suite, Loan Operations allows private credit managers to effectively manage underlying loan data and integrate it into their workflows.” We’re just getting started in private credit. But with Sirvatus joining Carta, the foundation is here. Welcome to the future of loan administration. Welcome, Sirvatus. 🔗 Learn more about Carta Loan Operations: https://lnkd.in/etTec_r9 #PrivateMarkets #PrivateCredit #LoanOperations #CreditFunds #PrivateEquity #Fintech

Tomorrow: IPOs, Exits & What’s Next Join The Information & NYSE for a discussion on public listings and exit strategies—plus cocktails and networking in San Francisco. Speakers: Erik Peña (NYSE), Art Levy (Brex), Charly Kevers (Carta), Katie Roof (The Information). 📍 The Howard, San Francisco | 5:30PM PST RSVP: https://thein.fo/3IDvmMp

A public listing doesn’t just transform a company, it can also change the lives of company employees. With our partnership with Morgan Stanley, we’re connecting employees directly to trusted financial advisors who can guide them through newfound liquidity, equity compensation, and wealth management. Because equity is more than numbers. It’s real value. Watch Carta CEO Henry Ward explain on NYSE LIVE. #WealthManagement #EquityComp #IPOJourney #MorganStanley #NYSE #Fintech