Carta

Thoughts on fund management and a great provider I was lucky enough to be a Private Equity Associate at a large fund, where we had a dedicated finance team to handle the myriad of workstreams that are indirectly tied to doing deals and having a fund. But what if you do not have the resources to insource that? This is the value proposition offered by Carta and this is why I was so excited to partner when they reached out. They have redefined private equity and private credit operations by integrating fund administration, tax, LP communication, and loan-level data to support the complexities of private credit. With Carta, you can streamline capital calls, interest payments, covenant tracking, and bespoke debt structures for full control over every aspect of your fund. Carta’s integrated tax, loan, and fund services remove operational friction, so you can focus on eliminating manual work, reducing risk, and accelerating your growth. I would encourage you to try their great service completely for free to see the value that it can deliver and the time that it can save you and your fund. Here, you can learn more and get the whitepaper on evergreen fund structures: https://lnkd.in/efncSsWg

Expense allocation: one of the most manual, time-consuming tasks in fund accounting 😵💫 Fund accountants traditionally spend hours manually sifting through expense entries and allocating them between management companies and funds, a process that's inefficient, error-prone, and all but impossible to scale. Carta's AI-powered workflow agents automate this process. First, the agent parses invoices, extracting line items, amounts, and vendor details. Then, it applies your firm's specific allocation rules to split costs correctly and finally, it generates intercompany bookings and GL-ready entries automatically. Best of all, the agent accepts plain English instructions. Simply explain your allocation needs in plain terms, and AI handles the rest leaving you with fewer reconciliation errors, and hours saved on manual work. This is AI-powered fund administration in action, automating high-volume, repetitive tasks so fund accountants can focus on strategic work, not data entry. #FundAccounting #AIInnovation #Automation #VentureCapital #WorkflowAutomation

Excited to continue our important work as part of Carta and deliver on our vision to power private capital with practitioner built end-to-end solutions. Read more here: https://lnkd.in/gHfi6sdj

The IPO market has fundamentally shifted. The old "raise every 2 years" playbook is dead. Today, companies must demonstrate profitability and sustainable growth long before they IPO. In this clip, Erik Peña from NYSE and Charly Kevers from Carta join Katie Roof from The Information to discuss the state of the market: - 20 Tech IPOs in 2026 is the forecast (roughly 10% of all planned IPOs). - Companies are showing serious profitability before going public, with many of the 2021 "unicorns" now profitable after a tough few years. - The IPO path is now about demonstrating strong financials and sustainable growth first—not growth at all costs. At Carta, we partner with the NYSE to help founders, CFOs, and employees navigate this new market with confidence. We provide the data and equity management tools you need to run your company like a public one, long before you list. #IPOs #TechIPOs #Profitability #Growth #VentureCapital #EquityManagement #NYSE

Looking to fund your startup? If you're new to the process, fundraising can be difficult to navigate. Not only are there a myriad of ways to go about it, but it can be hard to tell whether the tips, tricks, and advice floating around are based on any evidence at all. So, what is the truth? And what are the actual, data-backed insights that can help you choose the best method of fundraising for your own business? Enter: Peter Walker. As Head of Insights at Carta, he has access to, and industry knowledge about, the vast sets of funding data that will help you cut through the noise. Today, he joins Chris and Yaniv in discussing the real data behind startup funding trends in 2025 and the key takeaways you can apply to your own startups. 🎧 Listen to the full episode here: https://lnkd.in/gtyeSMH9 #StartupFunding #Fundraising #DataBacked #Founder #Startup #TheStartupPodcast

Did you know there’s a faster, more accurate way to model your fund, build  fund forecasts and reserve strategies, and collect real-time performance data—all in one place? Carta’s forecasting solution gives GPs and CFOs the data-driven insights they need to raise smarter and move faster. “Carta Fund Forecasting has become our source of truth for tracking investment status with unparalleled accuracy. Managing ~70 portfolio companies, it’s helped us stay aligned, stay informed, and eliminate risk with actionable insights across currencies and markets.” —Francesca Notaro, Financial Operations, Unruly Capital While the Tactyc name has changed to Carta Fund Forecasting, the product you know and trust is still here—now with deeper integrations into Carta to power real-time forecasting, planning, and monitoring. Learn more about how top funds are raising smarter: https://lnkd.in/e8EG2wHJ

🚀 We’re live at TechCrunch Disrupt 2025! 🚀 Stop by the Carta coffee cart + booth at Moscone West to fuel up, grab some swag (hello, Carta socks!), and connect with our team. 💡 Bonus: Sign up for Carta Launch live at the booth and walk away with a $10 Amazon gift card. 🎤 Don't miss our must-see session today:   "IPO Success: Charting the Course from Private to Public"   Featuring Carta CFO Charly Kevers and Morgan Stanley’s Daniel Tay   Tune in as we unpack what it really takes to navigate the journey from private markets to public success. Let’s talk cap tables, growth, and going public. See you out there! #TCDisrupt #Startups #IPOReady #TechCrunch2025

Carta served up an ace this week as the exclusive sponsor of the 2024 Small Business Investor Alliance National Summit in Palm Beach 🎾🌴 This premiere middle market gathering brought together 300+ senior leaders, and Carta was front and center engaging with industry-defining GPs from top SBICs, private credit firms, and beyond. Game highlights: 🏓 A fully booked Pickleball & Tennis Tournament (it was all love until the first serve 😉) 🧢 Nike visors + towels flew off the table. Turns out, swag moves fast when the vibes are this strong 🍽️ “Futureproofing Fund Ops” Dinner at HMF: An evening of dialogue with 20+ leaders on scaling firms, meeting regulatory demands, and building a back office that can go the distance Across 3 days, dozens of strategic conversations, and one seriously competitive tennis bracket. We didn’t just sponsor, we showed up to play. #PrivateMarkets #SBIA #FundOperations #PrivateEquity #FundTech

Keeping fund data audit-ready 100% of the time is next to impossible 📊 Carta's Fund Administration platform, powered by AI agents, is about more than just automation, it’s supporting a shift from reactive fund administration to proactive orchestration. Our SOI tagging agent is just one part, running in the background and automatically finding and fixing gaps in portfolio company data like missing industry or geography tags. The impact? ✅ No more last-minute audit scrambles ✅ Hard to detect mistakes are now easy to spot and fix ✅ Hours of manual work eliminated When the AI isn't 100% confident, it escalates to human experts combining intelligent automation with oversight. This is AI-powered fund administration: agents working around the clock so GPs, CFOs, and LPs can focus on strategy, not spreadsheets. More here: https://lnkd.in/d4jR7GAU #AI #FundAdmin #AIInnovation #PrivateEquity

"Are we in an AI bubble?" The question every founder and investor is asking right now. In this episode of The Data Minute, filmed live at SF Tech Week, Peter Walker sat down with Janelle Teng from Bessemer Venture Partners to tackle this head-on. Janelle confirmed what’s on many investors' minds, that at least one trillion-dollar company will emerge from this AI wave—plus multiple decacorns. No one wants to miss the winner. However, when seed rounds have triple-digit post-money valuations for a company's first institutional raise, before they even have a product or a team, it’s a sure sign the market is getting overheated. Beyond the FOMO in the industry, Peter and Janelle also broke down the data on AI valuations, Bessemer's "Supernovas" and "Shooting Stars" framework, why fundraising timelines are longer, and why SF remains the undisputed center of AI. Plus, they took live questions from AI founders on everything from calculating TAM to navigating this potential bubble. If you're building or investing in AI, this conversation is a must-watch. Full episode streaming now 🎧 #VentureCapital #AIBubble #Valuations #SFTechWeek #AIFunding #SFTW