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Carta launches private-capital plugins for Anthropic’s Claude
Carta launched Claude plugins for fund administration, CRM, and cap-table customers, enabling reporting, modeling, data queries, and other workflows through Anthropic’s AI assistant.
Carta acquires Avantia and launches Carta Law
Carta acquired AI-powered legal and compliance firm Avantia and launched Carta Law, integrating legal, compliance, and fund-administration workflows for private-market firms.
Carta acquires ListAlpha to launch an AI-enabled CRM
Carta acquired ListAlpha and launched Carta CRM, connecting deal flow, limited-partner relationships, adviser networks, and fund-performance data within its private-capital ERP.
Carta launches a 401(k) offering for high-growth companies
Carta launched Carta 401(k), combining Morgan Stanley’s institutional consulting services with Vestwell’s recordkeeping technology for private companies and their employees.
AI Generated Insights
Own the full sales cycle for private equity fund administration solutions, from lead generation and strategic prospecting to negotiation, closing large contracts, and ongoing client advisory.
5‑10+ years of fund administration sales experience, deep knowledge of private equity/credit/real‑estate fund structures, strong pipeline management, and proven negotiation and closing skills.
Driving revenue and expanding Carta’s visibility in the private capital market fuels the platform’s growth and supports fund managers with essential administration, reporting, and investor‑portal tools.
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
We're looking for talented salespeople to join our Private Equity Fund Administration team. Our customers are primarily Private Equity, Private Credit, and Real Estate Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds reporting needs. We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs.
You will also work closely with new PE funds as they navigate the process of forming a new fund. That process involves advising them on best practices and referring them to additional vendors which may include fund formation lawyers and audit professionals.
We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The OTE range for this role is:
Disclosures: