Carta B2B Case Studies & Customer Successes

How 1up drives growth with solid equity management from the start on Carta

1up

George Avetisov

Founder and CEO

1up drives growth with Carta's equity management platform

1up

George Avetisov

CEO and Founder

How 4G Clinical managed recapitalization on Carta

4G Clinical

Anne Hinkle

Chief Financial Officer

How Aervivo picked ‘more mature’ Carta over Pulley to support company growth

Aervivo

Mike Hart

Founder and CEO

Affirm achieves scalable growth and streamlined equity management with Carta

Affirm

Sarah Kamp

Accounting Manager

How Alaan used Carta to turn employees into real owners

Alaan

Shubhda Hirawat

Chief of Staff

AppliedAI keeps its cap table diligence-ready with Carta Plugins for Claude

AppliedAI

Artkive achieves major time savings and a single source of truth for its cap table with Carta

ArtKive

Jeff Lipp

Chief Operating Officer

Ascend Vietnam Ventures partners with Carta for APAC fund admin solution

Ascend Vietnam Ventures

Eddie Thai

General partner

Astro is revolutionizing quick commerce in Jakarta with Carta

Astro

Marcella Moniaga

Co-founder and CFO

Athena simplifies phantom equity management with Carta

Athena

Wilson Hung

Head of Growth

Automox achieves better equity management and runway forecasting with Carta

Automox

Amanda Purfurst

Senior Controller

How Base10 turns fund admin into a strategic advantage with Carta

Base10

Jarred Morales-Mckinzie

Director of Finance

How Behind Genius Ventures grows its fund operations on Carta Fund Administration

Behind Genius

Paige Finn Doherty

Founder and General Partner

Why Bluesight, Inc. left Shareworks and joined Carta

Bluesight

Steven Renkes

Corporate Controller

How PE firm Bochi Investments leverages Carta SPVs to capture ‘compelling’ new opportunities

Bochi Investments

J.B. Handley

Co-founder

Brickell Biotech achieves streamlined, paperless equity management from private to public with Carta

Brickell Biotech

Jose Breton

Chief Accounting Officer

ButterflyMX streamlines equity management and stays audit-ready with Carta

ButterflyMX

Bary Dunn

CFO and Head of Strategy

Calendly achieves streamlined 409A valuations and saves time with Carta

Calendly

Cailey Ryckman

Director

Civilization Ventures Streamlines Fund Administration with Carta

Civilization Ventures

Shahram Seyedin-Noor

Founder & General Partner

How fintech startup Codat uses Carta to keep employee equity in check

Codat

Rebecca McKenzie

Head of Legal

How Coffee Resurrect uses Carta Launch to get ready for its seed round

Coffee Resurrect

Almaw Molla

Founder

How Connect Ventures partnered with Tactyc by Carta to drive strategic analysis

Connect Ventures

Mark Pettit

Chief Financial Officer

How Curve Biosciences accelerated its Series A close with Carta Deal Closings

Curve Biosciences

Ritish Patnaik

Chief Executive Officer

How DataTribe simplified tax season by integrating fund admin and taxes on Carta

DataTribe

Matt Moran

Chief Financial Officer

Day Trippers Doubles Valuation with Carta Launch

Day Trippers

Diana King

Founder

Delta-v Capital saves time and cuts costs with Carta Plugins for Claude

Delta-v Capital

Double A Labs uses Carta to set up equity, 409A valuations, and SAFEs

Double A Labs

Amber Allen

Founder and CEO

Why Australia-based Dovetail switched from Excel spreadsheets to Carta

Dovetail

Yonas Tejoputranto

Head of Finance

How Dynasty builds a strong startup team with Carta Total Compensation

Dynasty

Allesandro Chesser

Founder and CEO

How Emergent Ventures stays tax-ready all year with Carta

Emergent Ventures

Ankur Jain

Managing Partner

How Emmeline Ventures uses Carta’s operational planning model to break into VC

Emmeline Ventures

La Keisha Landrum Pierre

Founder & General Partner

How Endowus expanded to Hong Kong, using Carta to streamline regulatory compliance

Endowus

Dominic Ong

Chief Financial Officer and Head of Strategic Partnerships

Exterro simplifies equity management and stays audit-ready with Carta

Exterro

How Forecastr quickly funded a major product relaunch with Carta Deal Closings

Forecastr

Brandon Moynihan

Chief of Staff

How Fusion Fund scales hypergrowth with Carta Fund Administration

Fusion Fund

Lu Zhang

Founder and Managing Partner

How Future Labs Capital Leverages Carta to Accelerate a Proven Investment Strategy

Future Labs Capital

Hugh M. Shwab

Managing Partner and Co-Founder

FVLCRUM Funds gains speed and visibility with Carta Fund ERP

FVLCRUM Funds

Gauntlet uses Carta Total Comp to hire competitively in the surging Web3 industry

Gauntlet

Jesse Kao

Head of Finance

Giant Leap streamlines fund operations with Carta

Giant Leap

Rachel Yang

Partner

Why talent-acquisition startup Guide switched from Pulley to ‘industry standard’ Carta

Guide

Troy Sultan

CEO and Co-founder

How H1 partnered with Carta to offer liquidity through a tender offer

H1

Joey Litman

General Counsel

How Carta makes pro formas painless for this general counsel

Hance Fractional Counsel

Tim Hance

Founder

Harlem Capital (diversity-focused VC) achieves major time savings and streamlined LP operations with Carta

Harlem Capital

Jarrid Tingle

Co-Founder

How Harmonic Growth Partners launched, scales, and stays lean on Carta Fund Administration

Harmonic Growth Partners

Mike Ward

Co-Founders and General Partners

How Carta benefits investors and employees at HelloSelf

HelloSelf

Neil Bannister

Chief Financial Officer

High Circle Ventures scales SPV formation and reaches $50M AUM with Carta

High Circle Ventures

Hemanth Golla

Founder

HOOPP Capital Partners gains real-time private markets insights with Carta LP Portfolio Analytics

HOOPP Capital Partners

Immunomedics (biopharmaceutical company) achieves streamlined equity management and tighter reporting with Carta (equity management platform)

Immunomedics

David Clark

Director

Investindustrial achieves faster counterparty background checks with Carta Law

Investindustrial

How Carta helped Singapore-based iPiD fundraise with confidence while scaling

iPiD

Geertjan Van Bochove

Co-founder, COO, and CFO

iQure Pharma achieves a single source of truth for cap table management with Carta

iQure Pharma

Pawel Zolnierczyk

Chief Executive

Kapor Capital gains clearer fund insights with Carta

Kapor Capital

Landry Nicks

Investment Accounting Manager

How Kayne Anderson uses Carta to manage its private equity portfolio

Kayne Anderson

Andrew DeYoung

Managing Director, Growth Capital

Kayne Anderson streamlines private equity portfolio management with Carta

Kayne Anderson

Andrew DeYoung

Managing Director, Growth Capital

Las Olas achieves streamlined fund operations and unified capital call management with Carta

Las Olas

Nate Vasel

Principal

Lattice Industries achieves rapid, confident equity onboarding with Carta

Lattice Industries

Bruce Phyper

Chief Financial Officer

How Legalist scales private credit investments with Carta’s unified fund administration

Legalist

Brian Montgomery

Chief Financial Officer

Legalist scales private credit fund administration with Carta

Legalist

Brian Montgomery

Chief Financial Officer

Lightning AI streamlines transparent hiring with Carta Total Comp

Lightning AI

Alex Rose

VP of People & Operations

Liquid 2 Ventures accelerates portfolio intelligence with Carta Plugins for Claude

Liquid 2 Ventures

Why Carta is more than just a valuations provider for Longbottom & Co.

Longbottom & Co.

Dan Misra Jones

Chief Financial Officer

Luminary Cloud reduces employee equity questions with Carta Equity Advisory and QSBS support

Luminary Cloud

Carl Olson

Senior Director of Finance and Administration

M13 achieves streamlined LP communication and efficient fund administration with Carta

M13

Brian Caroll

Partner

MapAnything achieves faster acquisition due diligence and prompt closing with Carta

MapAnything

Chris Rosbrook

Chief Financial Officer

Mayfair Equity Partners improves deal flow with Carta Deal CRM

Mayfair Equity Partners

Kunal Dasgupta

Founding Partner

How Mezcalum leverages Carta and QSBS to reduce capital gains taxes for shareholders

Mezcalum

Sivan Cotel

Chief Financial Officer

Why Singapore-based Mito Health believes Carta is necessary for any startup

Mito Health

Kenneth Lou

Chief Executive Officer & Co-Founder

Why Mivien chose Carta over AngelList to prepare for fundraising

Mivien Labs

Brett Humphrey

Founder

MML Capital streamlines origination and fundraising with Carta Deal CRM

MML Capital

How Moniepoint built global credibility to unlock $100M in liquidity

Moniepoint

Ross Strike

SVP, Investor Relations

How Mosaic ETA leverages Carta precision to create highly strategic funds

Mosaic ETA

Julien Ham-Ying

Manager

How Motivate Ventures leverages Tactyc to automate fund planning and management workflows

Motivate Venture Capital

Lauren DeLuca

Co-founder and General Partner

How Tactyc by Carta is helping this corporate VC make data-driven decisions

Munich Re Ventures

Alex Kamenetskiy

Chief Operating Officer

Mutiny saves time and money on equity management with Carta

Mutiny

Jaleh Rezaei

Co-Founder/CEO

Next Frontier Capital accelerates fundraising and compliance with Carta

Next Frontier Capital

Scott Holton

Chief Financial Officer

Northern Light Venture Capital (NLVC) achieves higher LP satisfaction and real-time reporting with Carta

NLVC

Jeffrey Lee

Managing Director

Nuwa Capital achieves AI-native fund operations and faster LP diligence with Carta

Nuwa Capital

Okta Ventures achieves streamlined operations and real-time portfolio reporting with Carta

Okta Ventures

Austin Arensberg

Director

How OM Venture Capital grew with the help of Carta Fund Admin

OM Venture Capital

Mark Munoz

Co-Founder

How London-based Ooodles gained financial clarity and improved compliance on Carta

Ooodles

Leonardo Poggiali

Chief Executive Officer

PandaDoc achieves streamlined board consents and faster option grants with Carta

PandaDoc

Richard Bray

Vice President, Finance and Operations

Perkville automates equity and compensation management with Carta

Perkville

Sunil Saha

Co-Founder and Chief Executive Officer

How Carta helped Indonesian startup Pintu scale efficiently

Pintu

Dimas Utomo

General Counsel

How PowWater is revolutionizing clean water access across Africa with Carta

PowWater

Jack Hartpence

Co-Founder and CEO

Puppet achieves modern, trusted equity management and time savings with Carta

Puppet

Noah Belsky

Puppet

QED Investors keeps pace with growth with Carta

QED Investors

Jamie Loving

Chief Financial Officer

RADAR expands employee equity ownership and tax guidance with Carta

RADAR

Eric Mogil

Chief Growth OIfficer

How Carta helped Rain get to Series B faster

Rain

Farnaz Pakdaman

Senior Financial Performance & Analyst

How Carta helps first-time fund manager at Rarebreed VC focus on founders

RareBreed Ventures

Mac Conwell

Founder

Relativity streamlines global equity management with Carta LLC platform

Relativity

Timothy Cha

Senior Manager for Compensation Solutions

How SageView Advisory Group improved efficiency and compliance with Carta

SageView Advisory Group

Brian Profancik

Senior Vice President of Accounting and Finance

How Salas O’Brien used Carta to evolve its employee ownership strategy

Salas O’Brien

Grant Reindl

Chief Financial Officer Company

How professional services firm Sikich leveraged Carta to power its employee ownership expansion

Sikich

Pedro Diaz De Leon

Director

Sinai Ventures achieves major time savings and increased founder engagement with Carta

Sinai Ventures

Eric Reiner

Sinai Ventures

Sinai Ventures achieves a dozen more founder meetings each month with Carta

Sinai Ventures

Eric Reiner

Sinai Ventures

How DiCaprio-backed SolarMente uses Carta SAFEs to leverage opportunities

SolarMente

Victor Gardrinier

Co-founder

SoloSuit achieves a clean, investor-ready cap table and peace of mind with Carta Launch

SoloSuit

George Simons

Co-Founder

Squarespace streamlines equity administration and compliance with Carta

SquareSpace

Ali Kazemi

General Counsel

How Starport Capital powers portfolio construction with strategic data from Tactyc by Carta

Starport Capital

Donald Yang

Chief Executive Officer

StellarFi simplifies cap table, compensation, and equity advisory with Carta

StellarFi

Josh Holley

Vice President of Finance and Operations

Streamline manages equity, hiring, and tax savings with Carta

Streamline

Mac Clemmens

Founder

StreetMetrics invests in its employees’ well-being with personalized equity and tax education

StreetMetrics

Matthew Garben

Head of Operations

Subsig achieves profitability and faster fundraising with Carta

Subsig

Pius Binder

Co-founder

Tilray, a global medical cannabis company, achieves a successful Nasdaq IPO and streamlined equity administration with Carta

Tilray

Tom McGaugh

Director of Finance

How Trust Fund used Tactyc by Carta to build dynamic fund models

Trust Fund

Sophia Amoruso

Founder and Managing Partner

Type One Energy achieves smooth, confident cap table onboarding with Carta

Type One

Kairus Tarapore

Chief People Officer

Why Umami Bioworks chose Carta over Pulley for its international startup

Umami Bioworks

Mihir Pershad

Founder

Uplight streamlines equity management and audit-ready reporting with Carta

Uplight

How UserEvidence simplifies equity management and compliance in Carta

UserEvidence

Evan Huck

Chief Executive Officer

Valor Ventures streamlines portfolio reporting and audits with Carta

Valor Ventures

Jean-Luc VanHulst

Venture Partner

VCFA Group scales its secondaries strategy with Carta

VCFA Group

David Tom

Co-president

Vectr Fintech streamlines fund administration with Carta

Vectr Fintech

Jason Best

Co-Founder

VEERUM achieves scalable equity management and prepares for future growth with Carta

VEERUM

Chris Bacon

Director of Finance

Vested streamlines employee stock option funding with Carta APIs

Vested

Dave Thornton

Co-Founder and Chief Executive Officer

Wattpad achieves streamlined, accurate equity management for US investors with Carta

Wattpad

Dan Budlovsky

CFO

How PE-backed Whistic uses Carta to drive precision and manage equity

Whistic

Allie Waite

Vice President, People & Culture

Xcell Biosciences partners with Carta Tax Advisory to educate and empower employees around their equity compensation

Xcell Biosciences

Daniel Tirado

Senior Accountant

Xenon Partners achieves more time to help founders with Carta Fund Administration

Xenon Partners

Jonathan Siegel

Partner

How zSpace tapped Carta IPO Advisory for its transition to the public markets

zSpace

Erick DeOliveira

Chief Financial Officer

Carta B2B Case Studies & Customer Successes

Case Studies

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