Carta, Weaver, and Alpha Edison: Guide to audit

Learn how Alpha Edison works with Carta and Weaver to successfully navigate through audit season. We’ll cover the most common mistakes to avoid and industry standard best practices:

  • Valuation policy and implementation: avoid painful year-end audit issues by implementing the right valuation policy from day one. 
  • Data and document management: stay ahead with systematic data and documentation collection from portfolio companies.
  • Audit review and verification: learn how to reduce administrative friction and increase accuracy and timeliness of year-end report delivery. 

ON DEMAND • RECORDED SEPTEMBER 17, 2020

Featured speakers

Kristina Dayback

Director, Investor Services
Carta
O'Neal

Jill O'Neal

Controller
Alpha Edison

Sindhu Rajesh

Audit Partner
Weaver