Carta

🏇 What a ride! Team Carta galloped into the prestigious Ambassadeur Cup at the La Ensenada polo club in Buenos Aires. This international dream team, Nuestra Tierra—Marion Canovaggio (France/USA), Sebastian Sorbac (France), Gonzalo Moretti (Argentina), and Marek Setkiewicz (Poland)—played their hearts out, making it all the way to the finale 💪 Beyond the game, this tournament offered unforgettable memories and amazing new connections in the heart of Argentina's polo season 🐎 #Laensenadapolo #prensapolofriends #poloseason #temporadaargentina

As equity compensation becomes an increasingly significant part of total rewards in private equity portfolios, understanding how equity works is essential for employees. Introducing: Equity 101 for Employees of PE-Backed Companies designed specifically for employees of private equity-backed companies. This free guide provides clear, actionable insights to help employees navigate their equity benefits with confidence, whether they’re new to equity or looking to deepen their knowledge. What’s inside:
 📘 Equity basics: Fundamentals of equity compensation and how it works 📘 Types of equity awards: Explanations of stock options, restricted stock, Profits Interest Units, and phantom equity 📘 Tax implications: Insights into tax treatment to help employees make informed decisions 📘 Vesting schedules & exit events: Guidance on aligning financial goals with company growth and exit strategies Download this free guide: https://lnkd.in/gqUhPVgY

Audit season is approaching. VC firms, hedge funds, and private equity firms are all required to assess the value of their investments annually.

 So, do you know the value of your fund’s assets?

 If not, you may need an ASC 820 valuation—a requirement of the Financial Accounting Standards Board. Without this crucial documentation, you might face a difficult or delayed audit. We break it all down for you in this virtual event (l i n k in comments). Hear from audit partners, Michelle Keyes of Withum and Sindhu Rajesh of Weaver hosted by Chad Willbur from the Carta valuations team. Topics include: ⏩️ Recent market shifts impacting venture fund valuations ⏩️ Valuation methodologies and practices from leading audit firms ⏩️ What auditors prioritize when scrutinizing your fund valuations ⏩️ The recommended frequency for updating valuations ⏩️ The best resources available to guide you through the intricacies of approaching your valuation methodology #FundAudit #AuditSeason #ASC820

Tax policies and regulations change, but our fund admin team makes sure our clients, audit teams, and legal partners are always in the loop. That keeps everyone on the same page, so nothing falls through the cracks.  #RegulatoryCompliance #FundAdmin #ClientSupport

2024 has been a banner year for Carta fund admin. We launched dozens of new features and service enhancements. Automated money movement, CTA BOIR, the LP Dashboard ... oh, and ICYMI, we acquired Tactyc which lets you build sophisticated fund models in minutes, using real benchmark data.

 Join Carta CEO Henry Ward, Tactyc founder, Anubhav Srivastava, head of fund administration, Megan Greer, and CPO Vrushali Paunikar, as they recap our most innovative releases and preview the roadmap ahead. Here’s what you can expect:
 🪄 Product vision: Discover our blueprint for building the first ERP designed for the private fund CFO  🎁 What’s new: Understand how to leverage our most impactful 2024 releases, including our newly acquired forecasting and planning tool, Tactyc  🗺️ Product roadmap: Get a preview into our 2025 roadmap and what we’re building next (hint: if you’re a Ramp customer, don’t miss this part 👀) You’ll also have the chance to interact with our leadership team and get your questions answered live. So head to this link and we’ll see you there: https://lnkd.in/gJuA9YMP

Today, Carta CEO and co-founder Henry Ward testified before the House Financial Services Committee emphasizing the pivotal role private capital plays in powering America’s innovation and economic growth.  Henry talked about the importance of strengthening and broadening the private capital ecosystem to ensure it benefits more investors, entrepreneurs, and communities. He shared how private capital fueled Carta’s own journey—from an idea rejected 60 times by VCs to a platform supporting over 40,000 companies and managing $2.5 trillion in equity.  We’re asking policymakers to:   ✅ Expand investor access to private markets   ✅ Empower emerging fund managers who invest early and locally  ✅ Modernize regulatory frameworks to reflect the needs of today’s ecosystem  As Henry shared, private capital isn’t just for Wall Street—it’s the engine that drives job creation, technological innovation, and economic opportunity nationwide.  We’re proud to advocate for policies that strengthen private markets and broaden their impact. Together, we can build a stronger, more inclusive ownership economy. #PrivateCapital #InnovationEconomy #Policy #InvestorAccess #EquityforAll #Entrepreneurship

Carta CEO Henry Ward will testify in front of the House Financial Services Committee tomorrow, joining other industry leaders to discuss the future of technology, financial services, and policy. We believe that private capital drives innovation and economic opportunity. Carta is proud to advocate for a future where private markets are more accessible, transparent, and impactful—for founders, investors, and employees alike. This hearing is a pivotal moment for the broader venture capital ecosystem. With technology and policy at a crossroads, conversations like these shape the infrastructure that lowers barriers, enhances operations, and creates opportunities for all participants in private markets. As policymakers look to navigate challenges like AI regulation, competition, and innovation, we want private capital to remain a force for good in the economy. Henry will be joined by Denelle Dixon from Stellar Development Foundation, Avlok Kohli from AngelList, Nathan McCauley from Anchorage Digital, and Alan Butler from EPIC. Follow along as we work to amplify this message—and highlight the vital role private capital plays in fostering innovation and opportunity. You can watch it live Weds, 12/4 at 7am PT / 10am ET: https://lnkd.in/eyJz-46w For more info, visit: https://lnkd.in/e5kdk3zY #PrivateCapital #Policy #HFSC #VCecosystem

🎙️ What is it like to be acquired? Anubhav Srivastava shares an honest, behind-the-scenes look at the acquisition journey—from mixed emotions to his unique approach to running a lean, profitable SaaS company. 💡 Key takeaway: Anubhav prioritized customer satisfaction above all else, investing $0 in sales and relying on word-of-mouth and referrals. With razor-sharp focus on profitability and SaaS margins, he turned less than $2M in capital raised into a success story. Hosted by Peter Walker, The Data Minute brings you real stories and actionable insights from leaders shaping the private market. 🎧 Full episode out today on YouTube and all podcast platforms to hear more about the power of keeping customers happy. #acquisition #founderjourney #tactyc #carta

Join the Carta product team on Tuesday, December 3 at 10am PT / 1pm ET for an exclusive first look at the latest innovation in fund waterfall management for private equity. We’ll dive into: 🚀 Our vision for the future of fund waterfall solutions  🔍 Key steps that have shaped our end-to-end tool for private capital  💼 Solutions addressing today’s biggest challenges in private equity Don’t miss this chance to explore what’s next in fund waterfall management and gain insights into how the Carta team is transforming private equity from Brittney Benchoff, Spencer Holton, and Erin Kim. RSVP now for an exclusive first look at the tool: https://lnkd.in/gKDfFfC9

Trust isn’t given; it’s earned. So, how do Carta’s fund accountants ensure our clients have unwavering confidence in their numbers? It’s not just about crunching data—it’s about proactive communication and meticulous processes. 👉 Stay transparent: Keep clients updated in real-time, especially when changes to calculations happen. Trust thrives on clarity. 👉 Earn trust over time: It can take a few quarters of consistent, accurate reporting to gain reliance from a client. 👉 Back it up: Provide detailed supporting documents and clear explanations for your calculations. 👉 Check, then double-check: Every calculation goes through multiple levels of review, ensuring fresh eyes catch any potential errors. This is the Carta standard for fund administration. Find out more: https://lnkd.in/gQb3_Jui