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Carta
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
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Description
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.Technology & Skills
SITE RELIABILITY ENGINEERING
RVPI
RISK‑ANALYSIS
SOFTWARE ARCHITECTURE
CLOSED-ENDED FUND
PROBLEM SOLVING
PROSPECTING
LEAD GENERATION
RENEWAL NEGOTIATION
DEVELOPER TOOLING
FINANCIAL SYSTEM
FUND ACCOUNTING
ATTENTION TO DETAIL
MENTORSHIP
KUBERNETES
CONTRACT LIFECYCLE MANAGEMENT
CATALYST
SCHEDULE K-2
SQL
INVESTMENT COMPLIANCE
ANTI-BRIBERY
ACCOUNT-BASED MARKETING
CONTRACT NEGOTIATION
B2B MARKETING
TRANSFER DOCUMENTATION
POSTGRESQL
1040
DOCUMENT MANAGEMENT
CAMPAIGN MANAGEMENT
TAX
CLIENT WORKFLOW MANAGEMENT
FUND MANAGEMENT
KAFKA
PRIVATE MARKETS
RELATIONSHIP MANAGEMENT
AUDIT SUPPORT
MANAGEMENT FEE
CROSS-FUNCTIONAL COLLABORATION
ARCHITECTURE
LEGAL TECHNOLOGY
LLM
FINANCIAL STATEMENTS
QUICKBOOKS
DEMAND GENERATION
IRR
PIPELINE MANAGEMENT
RENEWALS
ENGLISH PROFICIENCY
TAX FILING
SALES ENABLEMENT
CLIENT DELIVERY
FUND STRUCTURE
REST API
GRPC
PITCHBOOK
CLM
DEADLINE MANAGEMENT
CONFIDENTIALITY AGREEMENT
FUNDS
FINTECH
TVPI
CHURN MITIGATION
BANKING OPERATIONS
CLOUD COMPUTING
CTF
POSITION TRACKING
WATERFALLS
M&A
FUND FORMATION
METABASE
TAX PREPARATION
RISK MANAGEMENT
JENKINS
PROJECT MANAGEMENT
TEAM BUILDING
ACAMS CERTIFICATION
CROSS-SELLING
OUTREACH
LOOKER
COLD OUTREACH
TRANSACTIONAL LAW
HIGHQ
CONTRACT MANAGEMENT
ENGLISH
LEGAL AI
FINANCIAL CRIME
US FEDERAL TAX
DATA COLLECTION
USER ACCEPTANCE TESTING
JAVA
LEGAL REVIEW
STAKEHOLDER MANAGEMENT
PRODUCT MARKETING
ACCOUNTING
DATA ECOSYSTEM
WORLDCHECK
EXCEL
COMMUNICATION
EQUITY ADMINISTRATION
CHURN ZERO
MARKETO
CONTRACT
FUND STRUCTURES
SECRETS MANAGEMENT
MULTI-JURISDICTIONAL LAW
WIRE TRANSFER
CRM
DECISION-MAKING
K-1
GRAFANA
OFFSHORE JURISDICTION
CLAUDE
COACHING
XERO
CASH RECONCILIATION
FX PAYMENT
AI-ASSISTED ENGINEERING
MONITORING
DOCUMENT REVIEW
BI DASHBOARD
FEE ACCOUNTING
SPV
WIRE PAYMENT
DISTRIBUTIONS
MENTORING
NRL
RECRUITING
CPA
DJANGO
TECHNICAL LEADERSHIP
COMPLIANCE
PRESENTATION
LINKEDIN
LEGAL ADVICE
SALESFORCE
FUND ADMINISTRATION
VALUATION
PROMETHEUS
REPUTATIONAL RISK
DISTRIBUTED SYSTEM
CARRIED INTEREST
GENERAL LEDGER
LAW
FUND COMPLIANCE
SALES MANAGEMENT
LIMITED PARTNER COMMUNICATIONS
SALES
CODE REVIEW
CONSENTS
CONSOLIDATED REPORTING
INFRASTRUCTURE-AS-CODE
CLIENT ENGAGEMENT
POSTGRES
LP TRANSFER
SALES STRATEGY
PROCESS IMPROVEMENT
MANDARIN
GAAP
SUBSCRIPTION AGREEMENTS
VENDOR VERIFICATION
CLOUDFORMATION
SALES OPERATIONS
SAAS
MULTITASKING
ESCALATION MANAGEMENT
API
VENTURE CAPITAL
RISK
E-SIGNATURE
KPI
US GAAP
PROJECT DEVELOPMENT
INVESTOR ONBOARDING
REACT
TERRAFORM
NETWORKING
CONTRACT DRAFTING
CONTRACTS
ACCOUNT MANAGEMENT
INVESTONE
ACCOUNT SEGMENTATION
LEANDATA
ACH
AI
DOCUMENTATION
MCP
LEGAL DRAFTING
PRIVATE CREDIT
INVESTOR MANAGEMENT
API DESIGN
ENGAGEMENT LETTER
UPSELLING
NDA
INVESTRAN
FUNDS LAW
CANTONESE
DIGITAL MARKETING
CANADIAN GAAP
MICROSOFT OFFICE
COUNTERPARTY RISK
EVENT MANAGEMENT
ACH PAYMENT
CAPITAL CALLS
ICA CERTIFICATION
EVENT MARKETING
PROJECT LEADERSHIP
GOOGLE SUITE
CONTRACT REVIEW
CLIENT RELATIONSHIP
LIFECYCLE MARKETING
AI TOOLS
VENDOR
TECHNICAL TRADE-OFFS
OUTBOUND PROSPECTING
ASPE
COUNTERPARTY ANALYSIS
PRIVATE CAPITAL
DATA ANALYSIS
CLOUDSMITH
FIELD MARKETING
CORPORATE BANKING
GTM STRATEGY
TAX ENGINE
CUSTOMER SUCCESS
IFRS
PYTHON
CORPORATE OWNERSHIP
AUTOMATION
ANSIBLE
REAL ESTATE FUND
INCIDENT RESPONSE
TAX FORMS
LEGAL ADMINISTRATION
CIRCLECI
BANK ADMINISTRATION
COLLABORATION
OWNERSHIP STRUCTURE
CAP TABLE
REFINITIV
INVESTMENT VEHICLE
AML
REPORTING
CHORUS
TERRITORY PLANNING
POSITIONING
TAX COMPLIANCE
OBSERVABILITY
DISTRIBUTED SYSTEMS
JVM
JOINDER
DOCKER
CONTRACT LIFECYCLE
PRIVATE EQUITY
AUDIT TRAIL
AGENTS
REGULATORY FRAMEWORK
AWS
SUBSCRIPTION AGREEMENT
DUE DILIGENCE
PARTNERSHIP TAX RETURNS
PAYMENT PROCESSING
DOCUMENTATION REVIEW
PORTFOLIO MANAGEMENT
CI/CD
REGULATORY COMPLIANCE
MULTI-CURRENCY TRANSACTION
CLIENT MANAGEMENT
VALUATIONS
TEAM MANAGEMENT
GITHUB ACTIONS
ORGANIZATION
SECURITY
VAULT
BRIBERY
ANALYTICS
GRAPHQL
SERVICE MESH
TAX SUPPORT
PARTNER DEVELOPMENT
MULTI-CURRENCY
IRS E-FILING
KYC
RDC
ARGOCD
DEAL MANAGEMENT
CLIENT COMMUNICATION
TRANSFER AGREEMENTS
FINANCIAL SERVICES
SCHEDULE K-3
INVESTOR RELATIONS
MESSAGING
WATERFALL CALCULATIONS
CONTENT MARKETING
ASSET MANAGEMENT
NEGOTIATION
MANAGEMENT FEES
HEDGE FUNDS
CONTRACT EXECUTION
DATA HYGIENE
CONSULTATIVE SELLING
FINANCIAL SYSTEMS
ERP
ACAMS
AUDIT
LIMITED PARTNERSHIP AGREEMENT
DATADOG
GAINSIGHT
CRITICAL THINKING
PARTNERSHIP TAX RETURN
QUOTA MANAGEMENT
DOCUMENT PORTAL
ELK STACK
PARALEGAL
FINANCIAL REPORTING
REVENUE OPERATIONS
SYSTEM ARCHITECTURE
TEAM LEADERSHIP
TREASURY
MEDDIC
CLIENT RELATIONSHIP MANAGEMENT
INVESTOR PORTAL
LIMITED PARTNERSHIP AGREEMENTS
CLI