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, Data Collection
  Carta

• Cesar Ruiz
  Product Marketing Manager, Platform & AI
  Carta