What’s New, What’s Next: The Connected ERP for Private Capital

Watch this interactive session in which Carta leaders demo newly released products in Q1 and what’s coming next in our connected ERP for private capital. You’ll learn how Carta is connecting fund operations, portfolio data collection, and reporting into a single system of record—bringing firm-wide clarity across the private capital lifecycle.

In this session, we walk through:

• Fund of Funds: See how FoFs can centralize document collection, unlock look-through visibility into underlying investments, and automate valuation and accounting workflows across complex fund structures.
• Complex expense allocations: Easily extract invoice details, allocate expenses across entities, and manage multi-entity payments so you can close faster.
• Flexible, traceable portco data collection: Capture qualitative KPIs and track the source of every financial metric for absolute data integrity.
• Automated tear sheet builder: Create LP-ready tear sheets in minutes using real-time data and customizable templates, so reporting keeps pace with your portfolio.
• Deal and LP CRMs: Funds can now manage deal flow, LP relationships, and advisor networks on a single, AI-enabled platform that's directly connected into the Carta ERP.

Featuring

• Annette Faynburd
  Lead Product Manager
  Carta

• Eric Morelli
  Lead Product Manager
  Carta

• Ihar Valodzin
  Director of Product Management
  Carta

• Meghan Byrd
  Principal Product Manager
  Carta

• Thomas Schmorleiz
  Director of Engineering - CRM, LP Experience, FA Reporting
  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.