Aug 26 2020


Pacific Time
12:00 pm

The event is finished.

Please join us for a live demo of our updated equity reporting led by Sr. Product Manager Alex Chen.


In this webinar, we’ll go over a quick overview of the new equity reporting experience followed by a deep dive walkthrough of the new features and an open Q&A session.


Learn about:
  • Overview of the new reporting experience
  • Finding your reports with folders, search, and sort
  • Creating and customizing ledger reports


  • Alex Chen
    Alex Chen
    Sr. Product Manager, Carta

    Alex Chen is the product lead on equity reporting at Carta. With deep expertise building mobile and payment experiences at Carta and eBay, Alex’s focus has been to bring the simplicity and customizability of consumer products to enterprise software workflows.