Driving Digital Transformation in the Middle Office

Many investment firms are struggling to keep up with the digital era because they still rely on manual processes for portfolio monitoring, valuations and reporting. This lack of digital infrastructure makes it difficult to turn data into a competitive advantage or react quickly to market changes.

Carta’s ERP connects your entire operation across the asset, fund, and LP layers into one seamless workflow. By digitizing the middle office, we turn the "connective tissue" of your firm into a powerhouse of automated data, ensuring that every insight from your portfolio companies flows directly and accurately into your strategic decision making and investor reporting.

Watch this recording for a deep dive into the future of fund operations.

In this recording, you'll learn:

• Why operationalizing digital transformation is the key to staying competitive in 2026.
• How Carta can transform your team from manual data entry to driving high-impact strategy.
• How to build a digital valuation workflow that streamlines your reporting and accelerates the audit process.

Embracing digital transformation doesn't have to be hard. Watch the recording to learn the steps you can take to automate everything from portfolio company data collection to complex valuations.

Featuring

Tom Miller
Director, Auditable Reporting Services
Carta

Patricia Vargas
Lead Product Manager, 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.