Running a Smarter Fund with AI: From Fund Data to Faster Decisions

Private capital is moving faster than ever — and the firms pulling ahead aren't working harder. They're working with better data, in less time, with AI doing the heavy lifting. The question for most fund managers isn't whether AI belongs in the workflow — it's where it creates the most value.

Join this session to explore how AI is reshaping fund operations, from back-office processes to investment decisions, and see a live demo of how Carta connects it all.

What you'll take away:

AI and fund operations: Where firms can use AI to accelerate workflows and where human judgment still leads.
An AI-enabled ERP in practice: How connecting data across the back, middle, and front office moves teams from reporting on work to driving it.
Carta's Claude plugins: How fund managers can access live Carta data inside Claude, ask questions in plain language, and surface fund metrics without switching systems.
What this means for your firm: Faster decisions, sharper visibility, more time on high-value work.

Featuring

Josephine Koh
Sr. Director, Customer Experience, Asia Pacific, Middle East and Africa
Carta
Mark Ho
Solutions Engineer‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Asia Pacific, Middle East and Africa
Carta
Marvin Coleby
Product Lead ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Asia Pacific, Middle East and Africa
Carta

DISCLOSURE: This event is presented on behalf of Carta Asia Private Limited (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.