APRIL 22, 2020

Answering your fund admin and valuation questions

We answer your questions about managing a fund when markets are volatile, including:

• What are impairment valuations?

• How can I manage cash effectively?

• How do I manage an LP default?


 


Have a question you’d like us to answer? Email us at questions@carta.com

Featured Speakers


Vince leads investor strategy and business development at Carta. Prior to joining Carta, Vince held roles at Morrison Foerster and Silicon Valley Bank, where he led teams responsible for investor relationships and bringing products to market to support venture investors.

Vince Timoney

Director of Business Development, Carta

LinkedIn

https://www.linkedin.com/in/vincetimoney/

Kristina leads the investor operations and enablement team at Carta. Prior to joining Carta, Kristina worked at VMS Fund Administration managing a team that administered 75+ Funds, and over 130+ total entities.

Kristina Dayback

Director of Operations and Enablement, Carta

LinkedIn

https://www.linkedin.com/in/kristina-dayback-cma-3081863b/



This communication is on behalf of eShares, Inc. dba Carta, Inc. This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Although this presentation may provide information concerning potential legal issues, it is not a substitute for legal advice and any opinions or conclusions provided in this presentation shall not be ascribed to Carta. Carta does not assume any liability for reliance on the information provided herein.


eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

© 2020 ESHARES, INC. DBA CARTA, INC.