Sep 17 2020


10:00 am

The event is finished.

Learn how Alpha Edison works with Carta and Weaver to successfully navigate through audit season. We’ll cover the most common mistakes to avoid and industry standard best practices. Join Weaver Partner Sindhu Rajesh, Alpha Edison Controller Jill O’Neal, and Carta’s Director of Investor Services, Kristina Dayback on September 17th, 2020 at 10AM PST. 

We’ll cover: 

  • Valuation policy and implementation: avoid painful year-end audit issues by implementing the right valuation policy from day one. 
  • Data and document management: stay ahead with systematic data and documentation collection from portfolio companies.
  • Audit review and verification: learn how to reduce administrative friction and increase accuracy and timeliness of year-end report delivery.