Inside Carta FA: Driving Efficiency in Fund Operations and Investor Relations

Experience the future of fund administration - built for today’s private capital managers.

Watch as Josephine Koh, Senior Director of Customer Experience, and Matthew Woo, Fund Controller walk through Carta’s Fund Administration platform and showcase the latest product innovations that make managing your fund faster, simpler, and more transparent.

Discover how Carta streamlines your fund operations - empowering you to manage with ease, communicate transparently with investors, and access key information at your fingertips:

Capital Call Workflows - issue, track, and reconcile calls seamlessly
Portfolio management - visualize performance by geography, ownership and more
Tasks & Collaboration Tools - stay on top of deadlines and approvals with clarity
Investor Relationship - track engagement and strengthen investor connections

Watch the recording to see how Carta is transforming fund operations for the modern fund manager.

Featuring

Josephine Koh
Senior Director of Customer Experience, Funds (APAC)
Carta

Matthew Woo
Fund Controller
Carta

DISCLOSURE: This event is presented on behalf of Carta Asia Private Limited (“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.