Virtual Event

What’s New, What’s Next: Carta Fund Admin in Q4

2024 has been a productive year for Carta as we launched over 30 new features and rolled out service improvements to better your fund admin experience, and there’s more to come.

In this recording, our CPO, Vrushali Paunikar, and members of our Fund Administration service team recap our most innovative releases and preview the roadmap ahead.

Here’s what you can expect to hear:

• Product vision: Discover our blueprint for building the first ERP designed for the private fund CFO

• What’s new: Understand how to leverage our most impactful 2024 releases, including our newly acquired forecasting and planning tool, Fund Forecasting (formerly known as Tactyc)

• Product roadmap: Get a preview into our 2025 roadmap and what we’re building next

Featuring

• Vrushali Paunikar
  Chief Product Officer
  Carta

• Megan Greer
  Head of Venture Capital Delivery
  Carta

• Anubhav Srivastava
  Founder of Tactyc (Carta Fund Forecasting)
  Carta

• Milena Wall
  Product Marketing Manager, Fund Administration
  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.