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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 lifecycle for private‑capital fund administration solutions, from prospecting and pipeline management to negotiating and closing multi‑year deals (often 12+ months).
8+ years of sales experience, preferably 5+ years selling fund administration or related services to venture capital, private equity or private credit funds, with a strong network in the private‑capital ecosystem.
Driving revenue and expanding Carta’s visibility in the private‑markets space fuels the company’s mission to be the single system of record for private capital, supporting fund managers, investors and portfolio companies.
A seasoned, resilient deal‑maker who is articulate, curious and comfortable influencing senior GPs/LPs, with proven negotiation skills and existing contacts across fund, legal and banking circles.
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 Investors team, focused on selling fund administration. Our customers are primarily Venture Capital, Private Equity and Private Credit Funds. Carta's platform allows these clients to track and manage their portfolios while liaising with their investors.
As a member of the Investors sales team, you’ll introduce top tier clients to our wide range of (Carta built) product offerings, including Fund Administration (via Carta’s event base accounting general ledger), digital KYC, portfolio management, reporting and analytics, investor management, investor portal, valuations, data collection, and CRM.
Carta offers a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs, as well as their portfolio companies with our cap table offering. Carta has developed an equity ownership management platform exclusively for private capital firms and their portfolio company management teams. This includes the first and only Advanced Scenario Modeling tool capable of handling the most complex waterfalls, empowering deal teams, valuations teams and management teams to get out of excel and improve accuracy and time to insight for some of their most important strategic decisions.
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