Meet Carta, providing the infrastructure that fuels innovation

Can you tell us about your background and what brought you to Carta?

Iʼve spent the last 25 years working across the alternative investment space, starting out at PwC in London and later spending time in Bermuda and Hong Kong. Over the years, Iʼve worked closely with hedge funds, private equity, and venture capital firms - so Iʼve seen firsthand where the industry works, and where it really doesnʼt.

What drew me to Carta was the chance to help build something the industry has needed for a long time. Carta is building the tech infrastructure that private markets have long been missing - bringing everything together in one place and making it easier to run, manage, and scale funds. The industry is starting to shift with AI and automation redefining whatʼs possible, and Carta is right at the forefront of that - building the new standard in private fund management.

What are some of the biggest challenges your clients face today, and how is Carta addressing them?

Fund managers are under pressure to do more with less. AUM are growing, but teams arenʼt, making scalable, efficient infrastructure more important than ever.

Thatʼs where Carta comes in. Weʼre helping firms automate everything from capital calls and valuations to fund performance reporting - and now, portfolio construction as well, leveraging solutions like Tactyc to bring sophisticated scenario modeling and asset allocation tools directly into the workflow. This gives teams more leverage to focus on what really matters: deploying capital, managing risk, and delivering returns. Weʼre also seeing increased pressure around fundraising and liquidity. With fewer IPOs and a tougher M&A landscape, fund managers are holding assets longer and facing slower returns. In response, many of our clients are turning to Carta to manage secondaries, model exit scenarios, and build stronger relationships with LPs through better data and transparency.

All of these challenges point to one core issue: the Office of the Fund CFO has been underserved for too long. Weʼre building purpose-built software for fund CFO - and the infrastructure to power their operations with greater speed, accuracy, and scale.

Carta is often described as providing ERP infrastructure for private markets. Can you explain what that means in simpler terms?

Consider this: private capital has been running on spreadsheets and disconnected systems for decades. Fund managers are juggling separate tools for valuations, compliance, reporting, and LP management - none of which talk to each other. It doesnʼt have to be this way.

An ERP is a centralised platform that provides a single source of truth and streamlines workflows across different functions. While other industries have long relied on ERP systems to bring everything into one place, private capital has been left behind.

At Carta, weʼre building what the industry has been missing: a true ERP for private markets. Our platform integrates everything from valuations and fund reporting to portfolio analytics - connected in one system, powered by real-time data.

What makes this so powerful is our position at the centre of the private capital ecosystem - connecting portfolio companies, GPs, investors, and LPs. Instead of stitching together spreadsheets and siloed tools, fund CFOs finally have purpose-built infrastructure to operate with clarity, confidence, and scale.

How does Carta stand out in the crowded equity management space?

Carta began by solving a simple but critical problem: fixing cap tables. We solved this by taking equity management out of error-prone spreadsheets and into software. By digitising stock certificates and storing them in the cloud, we are making it easy for founders and CFOs to issue, track, and manage ownership. That core innovation remains at the heart of what we do.

What sets Carta apart today is the scale and scope of our platform. Weʼre not just offering point solutions - weʼre building the infrastructure for how private markets operate. Carta connects GPs, LPs, founders, and employees across the entire lifecycle of equity. What makes us unique is our ability to bridge ownership, fund administration, and equity management all in one system.

Weʼre trusted by over 50,000 companies and 8,000 funds worldwide, managing nearly $3 trillion in equity for more than two million people.

What does the future look like for Carta in the region?

Iʼve just returned from SuperReturn and SuperVenture in Berlin, where I spent the week speaking with GPs and LPs across the European VC and PE landscape. The appetite for smarter, more scalable infrastructure is clear - and Iʼve come back fuelled with ideas and inspiration for how Carta can play a leading role in that shift.

At the same time, weʼre doubling down on AI and automation to help funds operate more efficiently and accurately.

We're not just responding to change - we're driving it.

Carta is establishing the new standard in private capital in Europe - making the ecosystem more transparent, connected, and ready for the future.