Customer Stories

Case studies from Carta customers

Learn how private equity firms, venture capital firms, and startups use our solutions to solve problems, save time, and scale.

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Private Equity
How Kayne Anderson uses Carta to manage its private equity portfolio
Kayne Anderson is a middle-market private equity firm with a 40-year track record and some $35 billion in assets under management. One of its primary strategies is its growth capital arm.
Venture Capital
How Liquid 2 builds portfolio intelligence across eight funds and 1,100+ portcos with the Carta MCP
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Venture Capital
How Next Frontier Capital drives fundraising and compliance with Carta Plugins for Claude
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Carta Law
Carta Law delivers fast, comprehensive background checks for Investindustrial
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Cap Table and 409A
How ButterflyMX manages investor relations and audits on Carta
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Deal CRM
How MML Capital automated origination and fundraising activities
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Startup
How Automox uses Carta to manage equity and forecast runway
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Private Equity
How Legalist scales private credit investments with Carta’s unified fund administration
Legalist is a San Francisco-based, SEC-registered investment advisor specializing in private credit for litigation financing, debtor and possession, and government receivables.
Deal CRM
How Mayfair Equity Partners improved origination and deal flow functions with Carta Deal CRM
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Deal CRM
How Limerston Capital improved pipeline tracking and origination with Carta Deal CRM
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Venture Capital
How Giant Leap modernized fund operations with Carta
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Startup
How Subsig advanced from launch to profitability on Carta
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Why Elements.cloud trusts Carta for cap table management
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Startup
How 1up drives growth with solid equity management from the start on Carta
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