# Sam Engel

Sam Engel is a Lead Product Marketing Manager for Carta's Fund Administration product. Prior to Carta, he ran a consultancy specializing in marketing strategy and market research, and also built marketing programs at startups.

## Latest from Sam Engel

### Fund Administration
#### June 2026
Run your ManCo budget with Claude for Excel

New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.

[View](https://fund-forecasting@carta.com/product-updates/manco-budget-claude-for-excel/)

### Fund Administration
#### June 2026
Ramp Bill Pay and Reimbursements now sync to Carta

All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.

[View](https://fund-forecasting@carta.com/product-updates/ramp-bill-pay-reimbursements/)

### Fund Administration
#### April 2026
Enhance your Chart of Accounts with Custom Reporting Tags

Surface deeper insights into your management company overhead and fund-level expenses by adding custom dimensions to your Chart of Accounts.

[View](https://fund-forecasting@carta.com/product-updates/custom-reporting-tags/)

### Fund Administration
#### April 2026
Orchestrate complex expense allocations with confidence

Simplify expense allocation with automated invoice extraction, flexible allocation methods, and unified multi-entity payment management.

[View](https://fund-forecasting@carta.com/product-updates/new-expense-allocation-experience/)

### Product Education
#### January 2026
Clear intercompany balances

See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.

[View](https://fund-forecasting@carta.com/product-updates/intercompany-balances/)

### Product Education
#### January 2026
Centralize your ManCo accounting and budgeting

Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.

[View](https://fund-forecasting@carta.com/product-updates/manco-integrated-budgeting-engine/)