Sam Engel

Sam Engel is a Lead Product Marketing Manager for Carta's Fund Administration product. Prior to Carta, he ran a consultancy specializing in marketing strategy and market research, and also built marketing programs at startups.

Latest from Sam Engel

Fund Administration
June 2026
Run your ManCo budget with Claude for Excel
New ManCo budgeting skills in the Carta Investors Plugin let you build a budget, compare actuals, and model scenarios without leaving Excel.
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Fund Administration
June 2026
Ramp Bill Pay and Reimbursements now sync to Carta
All Ramp transaction types now sync to Carta and automatically reconcile against your bank feed.
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Fund Administration
April 2026
Enhance your Chart of Accounts with Custom Reporting Tags
Surface deeper insights into your management company overhead and fund-level expenses by adding custom dimensions to your Chart of Accounts.
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Fund Administration
April 2026
Orchestrate complex expense allocations with confidence
Simplify expense allocation with automated invoice extraction, flexible allocation methods, and unified multi-entity payment management.
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Product Education
January 2026
Clear intercompany balances
See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.
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Product Education
January 2026
Centralize your ManCo accounting and budgeting
Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.
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