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.
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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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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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.
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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Venture Capital
Why Next Frontier Capital chose Carta as a "full back office tool"
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Venture Capital
Why Blumberg Capital chose Carta for Fund Administration
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Why Pelion Venture Partners chose Carta for innovative fund admin
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Startup
How Moniepoint built global credibility to unlock $100M in liquidity
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