Tax Ready, Already: A New Standard for Fund Taxes, Powered by AI

The annual fund tax cycle can be a complex and time-consuming process. But what if it didn't have to be? Watch this recording to explore how we're building a new standard of fund administration, to make your firm Tax Ready, Already.

In this virtual event, Carta CEO Henry Ward and Director of Product Shubhi Nigam shared how we’re creating a seamless tax season, powered by AI. You'll hear from Matt Moran, CFO of DataTribe, about how his team uses Carta to streamline tax operations. We’ll also give you a sneak preview of how we’re leveraging AI to automate and simplify next year’s taxes on Carta.

We'll cover:

The Vision: Henry Ward's perspective on how AI is reshaping fund operations and creating a new standard for tax readiness.
The Experience: A discussion with DataTribe on how they're already benefiting from a modern, tech-forward approach to fund administration.
The Technology: A behind-the-scenes deep dive into how we’re innovating the Carta Fund Tax product, leveraging AI and automation to get you Tax Ready, Already.

Watch the recording to learn more about how to make next tax season a better one.

Featuring

Henry Ward
Chief Executive Officer
Carta
Matt Moran
Chief Financial Officer
DataTribe
Shubhi Nigam
Director of Product
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“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.