### What’s New, What’s Next: Optimize How You Run, Raise, and Close Your Fund

Watch as Carta leaders demo the latest products that turn the ERP for private capital into your operational command center. You'll learn how Carta is streamlining fund operations—giving you a visual, actionable interface the moment you log in, clarity on what's in your contracts, and tools to manage your relationships—so your team can focus on strategy, not data entry.

**In this session, we walk through:**

- **Visual Accounting:** Carta's new dashboard is your command center — a complete view of your firm's structure and everything you need to act on it. We've embedded tasks and live workflows directly into the view, so you can see what needs attention, filter by entity, and execute in one place.

- **CRM in-app agents & Campaign management:** Query complex deal analytics, analyze deal flow and track investor and investment interactions using natural language. And leverage these insights to dynamically build, target and execute outbound campaigns directly through the CRM.

- **Document Intelligence:** Automatically extracts key terms from your SPAs — like purchaser, share class, price per share, and total investment — and links every field back to its exact location in the source document so you can run co-investor analysis and other workflows with confidence.

## Featuring

-

Greg Cuellar  
  Director of Design  
  Carta

-

Ihar Valodzin  
  Director of Product Management  
  Carta

-

Meghan Byrd  
  Principal Product Manager  
  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.