Customer Stories

Case studies from Carta customers

Learn how private equity firms, venture capital firms, and startups use our solutions to solve problems, save time, and scale.

Kayne Anderson

Private Equity
How Kayne Anderson uses Carta to manage its private equity portfolio
Kayne Anderson is a middle-market private equity firm with a 40-year track record and some $35 billion in assets under management. One of its primary strategies is its growth capital arm.
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Liquid 2 Ventures

Venture Capital
How Liquid 2 builds portfolio intelligence across eight funds and 1,100+ portcos with the Carta MCP and plugins for Claude
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Next Frontier Capital

Venture Capital
How Next Frontier Capital drives fundraising and compliance with Carta Plugins for Claude
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Investindustrial

Carta Law
Carta Law delivers fast, comprehensive background checks for Investindustrial
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ButterflyMX

Cap Table and 409A
How ButterflyMX manages investor relations and audits on Carta
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MML Capital

Deal CRM
How MML Capital automated origination and fundraising activities
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Automox

Startup
How Automox uses Carta to manage equity and forecast runway
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Legalist

Private Equity
How Legalist scales private credit investments with Carta’s unified fund administration
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Mayfair Equity Partners

Deal CRM
How Mayfair Equity Partners improved origination and deal flow functions with Carta Deal CRM
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Limerston Capital

Deal CRM
How Limerston Capital improved pipeline tracking and origination with Carta Deal CRM
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Giant Leap

Venture Capital
How Giant Leap modernized fund operations with Carta
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Subsig

Startup
How Subsig advanced from launch to profitability on Carta
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Elements.cloud

Why Elements.cloud trusts Carta for cap table management
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1up

Startup
How 1up drives growth with solid equity management from the start on Carta
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