Carta

Our Product and Design teams went scouting at Camp Carta and unearthed the next generation of private capital tech. ⛏️ Our Fall product release is fresh out of the woods, delivering the deep visibility and absolute control your firm needs. 🏕️🪵 This update features the latest and greatest product developments across our Founders, Private Equity, and Venture Capital segments. Here are the key features from the Fall edition of our What's New in Product hub—all designed to give you precise control over your operations, from ownership structure to fund modeling: ⚙️ Look-Through Ownership Automate complex ownership calculations with an interactive entity map. Private Equity firms can now get precise LP exposure, reduce compliance risk, and speed up valuations and reporting. 📊 Multi-Entity Waterfall Our upgraded multi-entity waterfall automates valuation distribution calculations across complex structures (like holding companies and blockers). Give CFOs and fund teams accurate, real-time stakeholder positions and robust audit trails. 📈 Carta Fund Forecasting x Carta Data Collection Carta Fund Forecasting (formerly Tactyc) now integrates directly with Carta Data Collection to automatically sync portfolio company financials. Ensure your fund models are built on the most current and reliable data available—no more manual imports. 🏢 Expense Allocations Carta now allows you to split expenses across entities in a single step when paying invoices. Automate allocation calculations and create an audit trail to ensure your management company easily recovers shared costs. 🔍 This was just the highlight reel. Head to our What's New In Product page for a look at all the exciting things happening across Carta: https://lnkd.in/gKGmSA72 Want to see how this translates to real-time efficiency and control for your fund? Join us for our next virtual event and see live demos: https://lnkd.in/gygdcs-9 We work hard, and we play hard! Swipe for a look at the energy and collaboration that fueled our Fall product roadmap at Camp Carta 📷🌲 #PrivateEquity #VentureCapital #FundAdmin #FundAccounting #FundOperations #ManCo

Meet Ashley Wines. Ashley is the Chief of Staff for the People Team, where she partners closely with the Chief People Officer to lead strategic planning, manage cross-functional initiatives, and drive operational efficiency across the team. Ashley is a fantasy and science fiction fan who typically listens to audiobooks—perfect for reading while walking her dog, commuting, or doing chores. She uses Carta’s book reimbursement policy to help her read more, even when she's on the move. 🎧 One of her favorites? Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries by Safi Bahcall. "Loonshots talks about why 'crazy' ideas—or loonshots—are typically ignored and how an organization’s structure can nurture them, while balancing the needs of the greater business’s success." Why does Ashley recommend it? "I’ve spent years in operations, where much of the work is behind the scenes. This book clearly shows that stability and structure are non-negotiable—it's what makes the biggest, craziest ideas possible. The key lesson for me was that the operational 'soldiers' are the ones who build the 'loonshot nursery' that protects those fragile ideas. It was validating to see that the impact of the full structure, including our daily diligence and process improvements, is just as valued as the innovation itself." At Carta, our book reimbursement policy empowers employees to learn, grow, and explore stories that resonate with them—whatever the genre, topic, or language—and fully reimburses their cost. #LifeAtCarta #BookClub #BookRecommendation

Stop wrestling with complex waterfall calculations in Excel! 🤯 Carta's Portfolio Valuations solution automates the process and gives you the clarity you need. Product Lead Sharanya Venkat shows how we take the guesswork out of investment valuations for private markets by: ⏩ Automating the work that usually happens manually in Excel ⏩ Supporting multiple allocation methods, including Waterfall, Option Pricing Model (OPM), and Common Share Equivalent (CSE) ⏩ Providing a detailed breakdown of proceeds for each breakpoint and share class No more worrying about complex modeling. Fast and accurate valuations build serious confidence with your CFOs, LPs, and the auditors. ➡️ Watch the full virtual event recording to see the rest of this valuations tool in action: https://lnkd.in/gqQeyBa6 #PortfolioValuations #PrivateEquity #VentureCapital #WaterfallAnalysis

Did you know that Carta Fund Forecasting connects directly to your portfolio companies cap tables and Carta's general ledger—giving you real-time visibility into your portfolio, capital needs, and your forecast? No more Excel gymnastics 🤸🏾♀️ Just one, connected platform that provides you with data-driven clarity to: ⭐ Track your portfolio with real time updates ⭐ Build forecasts using live data ⭐ Set reserve strategies in minutes Learn how you can get even more out of your Carta data going into 2026. Schedule time with a fund modeling expert for tailored guidance based on your portfolio and strategy: https://lnkd.in/gGhyKNW4

Sometimes the best conversations happen on the open water. ⛵️🇦🇪 Check out moments from our GitexMex Sunset Sail - full of great food, beautiful Dubai Harbour views, and the kind of connections that make it all worthwhile. #VentureCapital #PrivateEquity #MENA #Startups

Portfolio valuations need to stand the scrutiny of auditors. 👀 Carta CEO Henry Ward reflects on the history of our valuation product and how we've refreshed it to meet today's compliance challenges. Our goal is to give you a fully integrated, end-to-end valuation solution designed for the private markets that: -Accelerates workflows -Ensures audit-ready accuracy -Builds LP trust ➡️ Get all the details and watch the full virtual event recording to see how Carta Portfolio Valuations can modernize your workflow: https://lnkd.in/gqQeyBa6 #AuditReady #Valuations #PrivateMarkets #PortfolioValuations

We brought the championship energy to Carta HQ! 🏆✨ Our Season Opener Party to kick off our new 3-year partnership with the Golden State Warriors was an absolute slam dunk! 🏀 Check out what went down: 💪 Carta CEO Henry Ward vs. CMO Nicole Baer in an epic Warriors Trivia showdown 🗑️ A legend in the house: Warriors two-time NBA Champion Zaza Pachulia going head-to-head with our CFO Charly Kevers in a friendly game of hoops 📸 Cartans doing the most at the photo booth #CartaxGSW #DubNation #Warriors #NBA #GoldenStateWarriors #Partnership #SanFrancisco #TechLife #SeasonOpener

Institutional LPs: Fragmented documents and slow insights are officially old news. If you're managing billions and battling massive report volumes, you need a modern platform. On November 18 @ 9am PT / 12pm ET, join Carta CEO Henry Ward and Head of Customer Success, LP Portfolio Analytics Mike Maganja to see how LP Portfolio Analytics (powered by our recent Accelex acquisition) gives you the clarity and control you need to make faster, more strategic investment decisions. RSVP: https://lnkd.in/e3bADzXZ #PrivateMarkets #LPLife #VentureCapital #InvestmentAnalytics

Your fund forecasts are only as good as your data inputs… When it takes days to update a forecast—or worse, you're relying on stale data—you’re not just losing time. You’re losing clarity, confidence, and the ability to focus on higher-value work. Did you know that Carta Fund Forecasting helps you build intelligent forecasts from your historical data to work from—so you can focus on outcomes, not tracking the past? With Carta Fund Forecasting, you can: ⭐ Build and model forecasts using live, integrated fund and investment data ⭐ Model scenarios and assess potential impacts in real time—no spreadsheet maintenance required ⭐ Set and adjust reserve strategies in minutes, not hours Explore Carta Fund Forecasting in our interactive demo so you can see what it’s like to model like it’s 2025—no sign up required: https://lnkd.in/g_zfW3dQ

We packed our Money 20/20 Middle East week into 1 minute ⚡️ And literally wrapped it up with our "Money 20/20 Wrapped" afterparty. Huge thank you to everyone who joined us, you made it unforgettable! #VentureCapital #PrivateEquity #MENA #Startups