Partner stories
NYC CFO Summit: highlight reel
On June 16th, Carta held a CFO Summit in NYC. The goal is to connect a community of CFOs and to gather insights and distribute advice.
July 3, 2017
Jesse Klein
Partner stories
NYC CFO Summit: Jack Sinclair of Stack Overflow
At our NYC event, Jack Sinclair of Stack Overflow spoke about how he scaled a 40 million users Saas business.
June 29, 2017
Partner stories
NYC CFO Summit: Kevin Weinman of Mohawk
At our NYC CFO summit, Kevin Weinman of the Mohawk Group discusses about the importance of debt to early stage startups.
June 29, 2017
Partner stories
SF CFO Summit: expert advice on secondaries
Larry Albukerk, Adam Kosmicki, Justin Lau and Ken Wallace discuss the process of tender offers. They give expert and invaluable advice for startups.
June 20, 2017
Partner stories
Case Study: Cap table snapshots sealed the deal for Trello
In their recent $425 million acquisition, Trello leveraged Carta to make the process simple and smooth.
June 9, 2017
Product education
The dangers of using Excel for your cap table
As a company grows so does the complexity of the cap table. Here are some examples of the pitfalls of using a spreadsheet for your cap table.
June 8, 2017
Equity education
How to evolve as a CFO: Lessons from Allen Shim of Slack
At the Carta CFO summit, Slack’s SVP of Finance & Operations Allen Shim and our CFO talked about the challenges he faced at Slack.
June 6, 2017
Equity education
San Francisco CFO Summit Highlight Reel
On May 19th, 2017, Carta held a community event for Silicon Valley CFOs. The theme of the event was taking a seed startup to IPO.
June 5, 2017
Partner stories
Think like a COO not just a CFO
The CFO of Lever, Eileen Treanor, gave a keynote on finance at mid-stage companies. She highlighted the importance of data and tracking.
June 5, 2017
