Case Study: QED Investors keeps pace with growth with Carta

How QED Investors leveraged Carta technology to keep up with growth

QED Investors, a venture firm focused on fintech, had grown to more than $3.6 billion under management and was managing an increasing number of funds and limited partners. After nearly a decade of handling fund administration internally, the firm needed a software-driven administrator that could keep up with its growth, so it selected Carta for Fund Administration.

Carta provided fund administration, Data Collection, and AML/KYC Compliance support. The platform helped QED manage LP relationships, organize documents for easier access, and track portfolio company performance for quarterly reporting across more than 130 portfolio companies. QED said the process became seamless and integrated, and that Carta’s technology and team continue to improve the experience.

QED Investors

Jamie Loving

Chief Financial Officer