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

How Okta Ventures streamlined their operations with Carta

Okta Ventures, the corporate venture fund for Okta founded in 2019, needed a secure, real-time platform to report on portfolio performance, gather financial data, and reduce the manpower required to manage their fund and respond quickly to executive requests. To address this, Okta Ventures adopted Carta’s cap table and integrated fund management platform to centralize ownership records and financial information.

Carta integrated its cap table management with investor products so Okta Ventures could make financial requests to portfolio companies, streamline reporting, and track investment performance on a single platform. By using Carta — already in place at their portfolio companies — Okta Ventures saved time on day‑to‑day tracking, improved access to real‑time data for executives, and became more competitive as a CVC while supporting founders (11 investments to date).

Okta Ventures

Austin Arensberg

Director