Henry Ward

By bringing a CRM directly into Carta's ERP for private capital, funds can manage deal flow, LP relationships, and advisor networks on a single, AI-enabled platform.

By owning the loan operations and connecting that data directly to our fund accounting workflows, we can deliver a far superior experience for an asset class that has largely been ignored by software providers.

LPs are the heartbeat of the innovation economy. The latest addition to the Carta product suite marks our first product specifically built for institutional capital allocators to manage their alternative asset data and portfolios.

While other industries have experienced a renaissance in tools for the office of the CFO, private capital has lagged behind. We're changing that—and setting the stage for an integrated suite of financial and operational products for the private fund CFO.

Why do firms that invest in the best companies still run on spreadsheets and PDFs?