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Carta

Carta operates an intelligent platform for private capital markets, connecting data, workflows, and people across portfolio management, cap tables, fund administration, and tax services. It serves private equity firms, venture capital firms, private corporations, and limited partners.

Distributed

Description

Carta provides a platform that helps players in private capital—including private equity firms, venture capital firms, private corporations, and limited partners—manage portfolios, move money, and model the future with unprecedented connectivity. Its offerings combine cutting-edge AI with expert human service, including cap table management, fund administration, tax services (such as Carta Fund Tax and QSBS attestation), 409A valuations, compliance, and reporting tools. The platform emphasizes real-time visibility, agentic intelligence for productivity, strategic modeling for scenario planning, and end-to-end collaboration between firms, companies, investors, and partners. Carta serves a large client base including over 1.7 million equity holders, 50,000+ companies, and 9,000+ funds and SPVs, with clients ranging from venture capital funds to global private corporations operating across multiple countries.

Technology & Skills

Uncover the hard and soft skills and tools employed by the organization, and gain insight into the technologies that drive their success

SITE RELIABILITY ENGINEERING

RISK‑ANALYSIS

PROBLEM SOLVING

LEAD GENERATION

AGENCY MANAGEMENT

PUBLIC RELATIONS

DEVELOPER TOOLING

FINANCIAL SYSTEM

DATA FLOW DIAGRAM

FUND ACCOUNTING

ATTENTION TO DETAIL

CONTRACT LIFECYCLE MANAGEMENT

ACCOUNT-BASED MARKETING

CONTRACT NEGOTIATION

DOCUMENT MANAGEMENT

CAMPAIGN MANAGEMENT

CLIENT WORKFLOW MANAGEMENT

FUND MANAGEMENT

WEALTH MANAGEMENT

PRIVATE MARKETS

RELATIONSHIP MANAGEMENT

COMMERCIAL CONTRACTS

CROSS-FUNCTIONAL COLLABORATION

LEGAL TECHNOLOGY

FINANCIAL STATEMENTS

DEMAND GENERATION

PIPELINE MANAGEMENT

ENGLISH PROFICIENCY

SYSTEMS THINKING

SALES ENABLEMENT

CLIENT DELIVERY

DEADLINE MANAGEMENT

CONFIDENTIALITY AGREEMENT

INSTITUTIONAL INVESTING

BANKING OPERATIONS

ACCESS MANAGEMENT

POSITION TRACKING

MEDIA RELATIONS

TAX PREPARATION

RISK MANAGEMENT

PROJECT MANAGEMENT

PHYSICAL ACCESS SYSTEMS

PRODUCT STRATEGY

ACAMS CERTIFICATION

PHYSICAL SECURITY

CLOSED-END FUNDS

GOOGLE CLOUD PLATFORM

TRANSACTIONAL LAW

QUALITY ASSURANCE

CHANNEL MARKETING

CONTRACT MANAGEMENT

FINANCIAL CRIME

DATA COLLECTION

USER ACCEPTANCE TESTING

STAKEHOLDER MANAGEMENT

PRODUCT MARKETING

BRAND AWARENESS

CONSENSUS-BUILDING

EQUITY ADMINISTRATION

FUND STRUCTURES

SECRETS MANAGEMENT

MULTI-JURISDICTIONAL LAW

CAPACITY PLANNING

ENTITY STRUCTURES

DECISION-MAKING

OFFSHORE JURISDICTION

HEADCOUNT PLANNING

CASH RECONCILIATION

DOCUMENT REVIEW

ROOT-CAUSE ANALYSIS

IDENTITY MANAGEMENT

TECHNICAL LEADERSHIP

FUND ADMINISTRATION

REPUTATIONAL RISK

EXECUTIVE-COMMUNICATION

DISTRIBUTED SYSTEM

CARRIED INTEREST

INTERNAL CONTROLS

FUND COMPLIANCE

SALES MANAGEMENT

LIMITED PARTNER COMMUNICATIONS

CONSOLIDATED REPORTING

ISSUE RESOLUTION

CLIENT ENGAGEMENT

PROCESS IMPROVEMENT

PROCESS AUTOMATION

INVESTMENT MANAGEMENT

SUBSCRIPTION AGREEMENTS

CUSTOMER MARKETING

VENDOR VERIFICATION

STAKEHOLDER COMMUNICATION

SALES OPERATIONS

VENTURE CAPITAL

HYPOTHESIS VALIDATION

REPORT CONSOLIDATION

PROJECT DEVELOPMENT

INVESTOR ONBOARDING

REGULATORY TRENDS

CONTRACT DRAFTING

CONTENT DEVELOPMENT

ACCOUNT SEGMENTATION

OPERATING AGREEMENT

INVESTOR MANAGEMENT

PRODUCT ROLLOUTS

ENGAGEMENT LETTER

CONTENT STRATEGY

DIGITAL MARKETING

KPI MEASUREMENT

MICROSOFT OFFICE

COUNTERPARTY RISK

EVENT MANAGEMENT

FINANCIAL MODELING

ICA CERTIFICATION

EVENT MARKETING

CONTRACT REVIEW

LIFECYCLE MARKETING

TECHNICAL TRADE-OFFS

OUTBOUND PROSPECTING

RESOURCE PLANNING

COUNTERPARTY ANALYSIS

PRIVATE CAPITAL

FIELD MARKETING

CORPORATE BANKING

REAL ESTATE FUND

INCIDENT RESPONSE

LEGAL ADMINISTRATION

BANK ADMINISTRATION

OWNERSHIP STRUCTURE

PARTNER MARKETING

AGILE DEVELOPMENT

INVESTMENT VEHICLE

WATERFALL CALCULATION

TERRITORY PLANNING

DISTRIBUTED SYSTEMS

THOUGHT LEADERSHIP

CONTRACT LIFECYCLE

REGULATORY FRAMEWORK

SUBSCRIPTION AGREEMENT

FINANCIAL STATEMENT

PARTNERSHIP TAX RETURNS

PAYMENT PROCESSING

DOCUMENTATION REVIEW

VARIANCE ANALYSIS

PORTFOLIO MANAGEMENT

SUBSCRIPTION DOCUMENT

GOOGLE WORKSPACE

CRISIS COMMUNICATIONS

REGULATORY COMPLIANCE

MULTI-CURRENCY TRANSACTION

CLIENT MANAGEMENT

CHANGE MANAGEMENT

TEAM MANAGEMENT

CARRIED INTEREST ALLOCATIONS

PARTNER DEVELOPMENT

CUSTOMER SUPPORT

DEAL MANAGEMENT

DOCUMENT PORTAL MANAGEMENT

CLIENT COMMUNICATION

TRANSFER AGREEMENTS

FINANCIAL SERVICES

BUDGET ALLOCATION

INVESTOR RELATIONS

BUSINESS OPERATIONS

WATERFALL CALCULATIONS

CONTENT MARKETING

ASSET MANAGEMENT

MANAGEMENT FEES

POST-ACQUISITION INTEGRATION

NAV PREPARATION

CONTRACT EXECUTION

CONSULTATIVE SELLING

FINANCIAL SYSTEMS

LIMITED PARTNERSHIP AGREEMENT

PRODUCT MANAGEMENT

STRATEGIC FINANCE

CRITICAL THINKING

CROSS-FUNCTIONAL PROGRAM MANAGEMENT

PARTNERSHIP TAX RETURN

QUOTA MANAGEMENT

PRIVATE PLACEMENT MEMORANDUM

DOCUMENT PORTAL

FINANCIAL REPORTING

ACQUISITION INTEGRATION

REVENUE OPERATIONS

INTERNAL COMMUNICATIONS

SYSTEM ARCHITECTURE

TEAM LEADERSHIP

CLIENT RELATIONSHIP MANAGEMENT

PRODUCT DELIVERY

INVESTOR PORTAL

LIMITED PARTNERSHIP AGREEMENTS