Virtual Event

On-demand replay available

What's New, What's Next: Delivering Firm-wide Clarity

Watch as CEO Henry Ward and an all-star team to wrap up 2025. You will learn about the new category of software we're building, software for the office of the Fund CFO, and how it connects the broader private capital ecosystem to provide greater clarity for firm operations.

This has been a big year for Carta and our customers; we have launched a number of new products and delivered significant updates to existing ones.

In this recording, we walk through:

• Improved GP experiences
• Flexible, custom reporting
• AI-enabled PortCo data collection
• Powerful data storage, querying, and reporting capabilities

Featuring

Henry Ward
Chief Executive Officer
Carta

John Hoffman
Lead Product Manager
Carta

Mica Cole
Senior Product Manager
Carta

Perry Wang
Data Science Manager
Carta

Q Chen
Director of Product Marketing
Carta

Cesar Ruiz
Product Marketing Manager, Platform & AI
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.