Let Carta help you streamline your fund's back office. Services we offer:

Fund Administration - full service from experienced accountants, leading technology and streamlined LP experience

Fund & SPV Formation - entity incorporation, document templates, LP onboarding, budget setting, partner intros, capital calls & closings

Fund Forecasting & Portfolio Management Tools - utilize dynamic forecasting models and real time portfolio company data in your models and reporting

Valuations - ASC 820 valuations using our software or get audit-defensible valuations from our team of experts

Fund Tax - tax experts prepare and file returns for you and your investors

Carta Equity Management - Join our partner program to provide equity management discount to your portfolio companies

Greenhouse is the only hiring platform you’ll ever need. From sourcing to interviewing to onboarding, Greenhouse saves you money by helping you make the best hires, faster, every time. Greenhouse innovations – from AI-enhanced workflows to candidate-friendly sourcing and applicant prioritization tools – save recruiters from gambling their time and money on new solutions as technology evolves. Great companies hire the best with Greenhouse, today and in the future. Which is why we offering:

VC-backed portfolio companies receive 3 months of Greenhouse, plus a sourcing automation seat, for free!

This limited offer is only available to new customers in North America for companies sized 1-100 when you sign up by 11/30.

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Forecastr makes financial modeling easy for founders.

As the leading provider of financial modeling software and services for early-stage founders, we are excited to extend you a special partnership offer!

Pliancy is offering up to $15,000 in professional service credits to incoming clients. Credit value is determined by size, complexity and needs of the client and will be no less than $5,000.

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Upload your investor deck and get a slide-by-slide analysis + recommendations powered by AI with 20+ years of proprietary startup data.

If your team operates in the telehealth space and you are seeking not just to fill your next open position, but implement a proven and consistent process for recruiting clinicians, physicians and telehealth professionals, Beacon is your partner for scale.

We are so confident in our ability to deliver results that we will work with you for 30-days at no cost so you can experience the difference in working with one of our top embedded recruiters and see exactly how we build a consistent and high quality talent pipeline.

Your patients deserve the best care available. With Beacon, you have the confidence to scale your talent offering knowing that engaging and hiring top health professionals is not just a capability, but a differentiator.

5 user minimum

We will review your accounting operations and make recommendations for improvements. This will include reviewing your accounting tech stack, chart of accounts, and management reporting. Our experience with over 300 clients gives us insight into accounting systems processes that are most effective. We look forward to speaking with you.

We provide C-level executives and senior managers with the skills and knowledge to effectively implement generative AI for strategic growth. Our workshops offer hands-on experience and expert insights into AI technology, focusing on innovative applications and ethical practices. Participants will learn how to develop AI strategies, improve decision-making with data, and foster innovation within their organisations. Join us to connect with industry leaders, explore cutting-edge AI applications, and contribute to shaping the future of business. Learn more and secure your spot today to safely guide your organisation into an AI-driven future.