Virtual Event

On-demand replay available

Unlock Fast, Audit-Defensible Portfolio Valuations

Leverage data integration to deliver clarity and insights.

Private equity and venture capital firms are under growing pressure to deliver timely, transparent, and audit-ready valuations. But when data lives across disconnected systems, the process becomes slow, costly, and risky. To reflect a rapidly changing landscape, private market valuations must shift from static, periodic estimates to an evolving, real-time framework.

Join Henry Ward, CEO and Sharanya Venkat, Product Lead, as Carta unveils Portfolio Valuations, a new solution to take on the operational and compliance challenges facing today’s private capital firms.

We’ll cover:

• Centralized data collection — obtain and standardize valuation inputs across cap table, portco financials, and market data sources

• Efficiency at scale — reduce manual work with built-in automation and direct integrations with fund administration

• Audit readiness — align with AICPA guidelines and get expert support to defend your valuation.

• Operational confidence — improve accuracy, consistency, and speed across every valuation cycle

Reserve your seat today to see how Portfolio Valuations can help venture and private equity firms modernize their workflow—and take the uncertainty out of valuation season.

Featuring

• Henry Ward
  Chief Executive Officer
  Carta

• Sharanya Venkat
  Product, Valuations
  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.