Case Study: Automox achieves better equity management and runway forecasting with Carta

Automox speeds equity workflows with Carta and real-time cap table updates

Automox, an IT company providing automated endpoint and security management, uses Carta's cap table platform to manage its equity and gain financial insights. Their challenge was to ensure accurate financial reporting and strategic forecasting related to equity, requiring reliable data and seamless cross-departmental collaboration between finance and HR.

Carta provided a centralized, real-time cap table with high data integrity and standardized workflows. This solution enabled Senior Controller Amanda Purfurst to efficiently analyze trends, forecast equity-related expenses, and provide CFO-level insights into the company's runway and financial health. As a result, Carta strengthened trust within the finance leadership and accelerated Automox's strategic decision-making processes.

Automox