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.
AI Company
How AppliedAI uses Carta Plugins for Claude to keep its cap table diligence-ready
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Venture Capital
How Delta-v Capital saves time and cuts costs by building AI workflows with Carta Plugins for Claude
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Cap Table
How Exterro scales ownership post-acquisitions on Carta
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Venture Capital
How Nuwa Capital built AI-native fund operations on Carta
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Venture Capital
How mission-driven Kapor Capital creates operational clarity with Carta Fund ERP and Carta Plugins for Claude
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Cap Table
How Uplight uses equity management to fuel complex growth with Carta
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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.
Venture Capital
How Liquid 2 builds portfolio intelligence across eight funds and 1,100+ portcos with the Carta MCP and plugins for Claude
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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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