Carta

Meet Archana Burra, a senior software engineer at Carta. When she's not building financial reporting as a backend engineer on the LLC team, Archana uses our book reimbursement policy to stay curious and sharpen her technical skills. She even participates in both a technical book club with some fellow Cartans and a fiction book club! Her latest recommendation? 'Designing Data-Intensive Applications' by Martin Kleppmann. "This book is a repository of ideas for building distributed systems along with the pros and cons of each idea. It’s a great reference, but it’s also fun to lay in the sun and flip through different patterns and try to guess what may or may not work well with that design." Archana's weekend happy place? An iced coffee, a bookshop, and finding the next book Carta will happily reimburse. Carta’s book reimbursement policy allows Cartans to consume books of all forms and topics, and fully reimburses their cost. ?? #LifeAtCarta #BookClub #BookRecommendation

How Sophia Amoruso found the right fund modeling tool for Trust Fund ?? When launching Trust Fund, Sophia Amoruso needed a fund modeling tool that wasn’t clunky, outdated, or built solely for spreadsheet pros. As an emerging manager, she wanted a guided, strategic approach—one that showed the domino effect of every decision in real time. After searching high and low, she found the answer in Tactyc by Carta. “Tactyc demystifies the complexities of fund construction—it’s been incredibly helpful for us to model out our first fund and track performance. The software’s transparency and ease of use have fundamentally changed how we operate. Tactyc should be a part of every venture manager’s software stack.” - Sophia Amoruso, Founder & Managing Partner, Trust Fund With Tactyc, Sophia can: ? See the immediate impact of decisions on fund strategy ? Answer LP questions with confidence using data-backed fund models ? Forecast investment performance with real-time insights Fund modeling shouldn’t be a headache. It should be a competitive advantage. Tactyc by Carta makes venture fund construction as intuitive and scalable as the startups VCs invest in: https://lnkd.in/g6FvPu8c #VentureCapital #FundModeling #EmergingManagers #VCTech

Don’t settle for drawn-out formations, messy LP closings and inaccurate data on your SPV. Carta's new SPV offering for UK investors drives accuracy and efficiency throughout the entire lifecycle of your SPV. ? Fast, hassle-free formations – from document creation to bank account setup within 24 hours ? Simplified LP onboarding – with investor KYC, subdoc signing and in-app capital calls ? Built-in compliance support – delivered by a team of 180+ tax and audit professionals With over 6000 SPVs running on Carta today, investors like you are already saving on admin and getting back to deal-making. Ready to launch your next SPV? ?? https://lnkd.in/gMEDubGW

Huge news! AsianInvestor has recognized our relentless pursuit of excellence by awarding Carta in the Best Fund Administrator category for 2025: https://lnkd.in/ga83Drus This isn't just an award—it's a milestone in our journey of transforming how funds operate. From streamlining complex processes to delivering unprecedented transparency, we've been focused on solving the real challenges our clients face. Our approach? Always listen. Always innovate. Always deliver. A big thank you to our customers who push us to be better every day ?? #FundAdmin #FundManager #VCFunds #VentureCapital

What an epic afternoon at UPenn ?? Shoutout to our own Megan Greer and Jason Fleming, who led a powerhouse Fund Operations 101 workshop for the Wharton Private Equity & Venture Capital Club (UG) ?? They pulled back the curtain on fund admin basics, financial reporting, and the magic behind Carta's ERP vision—giving these future PE/VC leaders a front-row seat to the (often messy) back office side of fund management. Lots of questions. Lots of “aha” moments. Plenty of ??-expanding insights. Bravo, Megan and Jason! Thanks for putting the "fun" in fund ops ?? #FundOps #PrivateEquity #VentureCapital #WhartonMBA #FundManagers University of Pennsylvania

For Renata Aráuz-DeStefano, investing for impact isn’t just a mission—it’s a superpower. From philanthropy to venture, Pivotal Ventures is using every tool in the toolkit to expand power and influence for more people. Founded by Melinda French Gates, the firm takes a bold, multi-pronged approach—leveraging investments, policy, and grant funding to drive lasting social change. By rethinking traditional VC due diligence, Pivotal is ensuring more underrepresented funds and startups get the capital they deserve. We sat down with Renata to talk about: ?? The power of different forms of capital to address systemic gaps ?? How Pivotal Ventures is making venture more accessible ?? The game-changing investments she’s most proud of Oh, and did we mention they’re scaling their impact globally? ?? Full story on the Carta blog! #VentureCapital #ImpactInvesting #InclusiveInnovation #SocialChange

Accurate data? Essential. Flawless execution? A must. Precision in every part of your portfolio? Non-negotiable. But the cherry on top ... chartering a yacht for?SuperReturn?Miami????? #PrivateEquity #SuperReturn #LPs #GPs

How much time do you spend manually updating cap table data across your portfolio models? Hours? Days? Weeks before every key decision? We get the frustration. Outdated information + endless data entry + constant fear of making high-stakes investment decisions without the most accurate numbers = no fun. Well, no more. ?? Tactyc by Carta, the best fund forecasting and portfolio construction platform for VCs, now syncs real-time cap table data, eliminating manual entry and giving fund managers faster, more accurate insights. What does this mean for fund managers? ? Accurate, real-time ownership data—no more outdated forecasts ? Automated financing updates—get notified instantly about new investments and new rounds ? Faster decision-making—spend less time on manual inputs, more time forecasting and planning ? Customizable data imports—control exactly what flows into your models ?? Tactyc by Carta users save more than 50% of the time spent building spreadsheet models during fundraising.* And now, with direct cap table integration, insights arrive instantly—without the headaches. Graham Carroll, Partner at Lytical Ventures, put it best: “Tactyc has helped us uplevel our fund construction modeling capabilities. With the integration of Carta’s [real-time cap table data], my hope is that we will be able to streamline the connection between actual investments and portfolio construction.” The bottom line: Decision-making should be about strategy, not spreadsheet struggles. If your fund’s portfolio companies use Carta, this product is built for you. This integration is available for all Tactyc clients who have an investment firm account on Carta. Basic cap table access or higher is needed to retrieve investments and cap table data. -- *Based on a survey of 107 Carta users conducted by UserEvidence in February 2025. #VentureCapital #PrivateEquity #PortfolioConstruction #FundForecasting #CapTable

Fewer LPs. Bigger checks. A new reality for venture fund managers. Since the 2021-2022 boom, the venture landscape has shifted dramatically. LP participation is down nearly 50% for mid-sized funds, while the median anchor check has increased by over 50%—a sign of the flight to quality in today’s market. So what does this mean for VC fund managers and LPs? Our latest VC Fund Performance Report uncovers key trends in IRR, TVPI, DPI, and more—backed by data from 2,000+ venture funds. ?? Median IRRs are dropping across vintage years. ?? Top-decile performance favors smaller funds. ? Half of 2018 funds still haven’t started distributing capital. The full report is available now at c a r t a . c o m / d a t a #IRR #TVPI #DPI #FundBenchmarks #VCFundPerformance

Taking your company public is a game-changing milestone—but what do you need to do to prepare?? Join Carta for an exclusive Ask Me Anything (AMA) session?with Shawn Murphy, Head of Private Markets at Morgan Stanley at Work, to get expert insights on navigating the IPO process. As a seasoned advisor to high-growth companies, Shawn will share what it really takes to prepare for life as a public company. Shawn will answer questions on: ? Key financial and operational milestones for IPO readiness ? Common pitfalls and how to avoid them ? Market conditions and timing considerations ? Insider perspectives on capital markets and investor expectations Mark your calendar for March 20th at 11:30am PST / 2:30 EST on LinkedIn Live, so you don’t miss this opportunity to get expert guidance on your IPO journey.