Running a Finance Organization with Charly Kevers, CFO of Carta, moderated by Taylor Jones

Our guest today is Charly Kevers, Chief Financial Officer at Carta.  Founded in 2012, Carta is the leading provider of cap table software, enabling companies and investors to manage their cap tables, equity plans and ownership. We discuss Charly’s role as CFO of a rapidly scaling startup, Carta’s unique culture, how the macroeconomic environment is affecting private markets, and Carta’s long-term vision to bring equity for all. Enjoy this conversation with Charly Kevers.

The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.