Case Study: Kayne Anderson streamlines private equity portfolio management with Carta

Kayne Anderson streamlines private equity portfolio management with Carta across $35 billion AUM

Kayne Anderson, a middle-market private equity firm, sought to standardize operations and improve collaboration across its growth capital portfolio companies. The firm identified inefficiencies in managing diverse cap table data and generating reports, and was looking for a way to help its companies save time and money on equity management.

Partnering with Carta, Kayne Anderson made the platform's equity management tools ubiquitous across its portfolio. Using Carta’s centralized platform and APIs created standardization, saving significant time in quarterly reporting and cap table reviews. The solution also provided portfolio companies with cost savings and delivered a constant, real-time source of truth for equity data, enhancing overall operational efficiency for both Kayne and its investments.

Kayne Anderson