Achieve connected clarity in private equity

Private equity is changing fast, with increasing demands from investors, evolving regulations, and new technologies like AI reshaping expectations. Standing still means falling behind.

However, many fund CFOs and GPs are still struggling with outdated systems, leading to fragmented data and a lack of confidence in the numbers.

Download the PE playbook for digital transformation

This playbook offers actionable guidance for PE firms looking to embrace digital transformation and gain a competitive advantage. Learn how to:

  • Redesign your data workflows processes for clarity

  • Build a modern PE tech stack and upskill your team

  • Implement a phased approach to demonstrate value in the first 90 days

  • Quantify your ROI and other benefits like reduced risk and operational efficiency

DISCLAIMER: The following terms apply to your use of this document and your agreement to these terms is required before you are permitted to use this document. This document is provided for your reference only and is not intended to serve as legal, tax, or financial advice. You acknowledge and agree that the making available of this document to you by eShares, Inc. dba Carta, Inc. (“Carta”) shall not constitute the provision of legal service or other professional service by Carta. You should seek advice from an attorney licensed in the relevant jurisdiction(s), tax professionals, accounting professionals, and financial professionals before relying on this document. You further agree and acknowledge that this document has not been prepared with your specific circumstances in mind, may not be suitable for use in your business, and does not constitute tax advice. Relying on this document, you assume all risk and liability that may result.

USE OF THIS DOCUMENT IS ENTIRELY AT YOUR OWN RISK. This document is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.

© 2026 eShares, Inc. dba Carta, Inc. All rights reserved. Reproduction prohibited.