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

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