Where private capital connects

With Carta, I can review a high volume of data in a fraction of the time. Because the same data powers both fund administration and tax reporting, I can work in one system throughout. It expedites the process.

Anytime capital activity happens within a portfolio company, within a day or two, you should see that reflected when you go in and pull up the cap table. For our companies that have Carta, it’s just a great benefit.

We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.

We saw the cap table and the auxiliary functionality—tax, compliance, the total comp—all coming around the Carta ecosystem, and we felt Carta has this network effect that we wanted to buy into.

We can balance internal and compliance deadlines all year because information is always flowing. I don’t have to do anything: Carta has our master data and automatically syncs it between administration and taxes.

We’re now a global, EBITDA-positive company, and the transition required minimal effort because everyone was already connected through Carta. When I prepare reports and update LPs, I know the data is accurate.

Carta is our central nervous system for fund admin. When Carta Fund Tax was announced, I was eager to consolidate yet another function. They already had all of our fund’s data, so it made sense to let them prepare our returns.

The scalability is definitely there with Carta. A platform that connects us to real-time information lets us grow our investor base and, following, our asset base. Without a partner like Carta, we run into bottlenecks.

Our company employs people in eight countries across three continents, which makes things complex. Carta LLC allows us to not only operationalize that process, but also offer a quality experience to employees.