In our second essay on Applied Intelligence, we break down how @cartainc built an internal agent that saves their team 3,500+ hours per month.
CPO @artshali and Director of Machine Learning @JayantTikmani share the exact details of turning an 11-minute task into one that could be complete in seconds:
- Focusing on workflows where human judgement was essential but inefficient
- Diagramming a workflow in Lucidchart and converting it into JSON to act as the agent’s system prompt
- Decoupling model behavior from UX and workflow integration for fast iteration
- And much more
Read the full story in the replies below:
We're so excited our latest AI Product Kitchen is live with @artshali, Chief Product Officer at @cartainc!
Carta powers >50% of all VC-backed companies and manages $2.5 trillion in equity.
Vrushali is leading Carta's product org as they build and scale the ERP for Private Capital.
Here's a taste of what we cooked up in the AI Product Kitchen:
1. Data as a gift to your market
“We've made almost an explicit choice not to build data products. Most of the data that we have now amassed we are giving back to the market as like a gift back to the ecosystem… we're building for this ecosystem of startups and founders and funders and capital allocators - the best thing we can do is like give back to the ecosystem that helped us become who we are.”
2. Build with AI as a synthesis engine
“AI is not about correctness - it's about synthesis. Where AI is best used is not to get to the right answer, but to get to the synthesis of data into insights”
3. Minimise repeated data entry in your product
“Never Enter Data Twice - this is one of my building heuristics for my team, which is once the ERP knows something, it's the only time it needs to find that. Everywhere that needs to know that piece of information knows about it.”
And sooo many more gems.
Links to the ep below 👇
We'd love your feedback as we make every episode spicier and more actionable for you and your product teams!!
Startups: Where ‘doing everything right’ can still go wrong. 😅
Building something great isn’t just about big visions—it’s about bold pivots, intentional bets, and bringing the right players to the table.
Here’s the playbook:
💡 Dream big, but start small.
⚖️ Balance your bets—don’t spread too thin.
🔥 Match the team to the stage. Scaling takes passion + expertise.
Success isn’t a straight line—it’s the courage to repackage, refocus, and double down.
🎤Speaker: @artshali, CPO at @cartainc
#ProductCon #ProductManagement #ProductLeadership #InnovationMindset #BusinessGrowth
Stressing over your 2024 audit? Join Carta CEO Henry Ward and experts from @WeaverCPAs and @Armanino_HQ as they share actionable insights on how to leverage technology and successfully manage your audit.
See you on Jan 23 at 10:15am PT / 1:15pm ET:
https://t.co/5yee6w8iWW
Update: As of Dec 26, the courts have halted the beneficial ownership filing requirements under the Corporate Transparency Act. Reporting via Carta remains unavailable as the FinCEN API is still disabled, but companies may voluntarily submit the information directly to FinCEN here: https://t.co/8UIPlBhnfj
This is a fluid situation, and Carta will continue to monitor and keep you apprised on any developments.
Court rules covered companies required to file beneficial ownership information to FinCEN.
After a federal court of appeals decision earlier today (Dec. 23), reporting companies are once again required to file beneficial ownership information with FinCEN. However, the deadline for submissions has been extended from Jan. 1 to Jan. 13, 2025—though there is some nuance based on when your company was incorporated, so we encourage you to check the FinCEN website. More details from FinCEN about this update are here: https://t.co/9AZ6Sj0L1j
As of today, the FinCEN API that allows Carta to assist with filings is still disabled; the Carta team is prepared and ready to turn on our filing experience as soon as FinCEN re-enables the API. In the meantime, we encourage companies to file Beneficial Ownership Information Reports directly through the FinCEN website: https://t.co/8UIPlBhnfj
We are closely monitoring and will continue to share updates as we receive them.
#CTA #BOI #FinCEN
We spent 2024 building a better fund admin experience for our customers. From automating money movement to acquiring Tactyc for fund modeling, we’ve been busy.
Join us on Dec. 12 for a recap of our top releases and a preview of what’s next. 👀
🔗 https://t.co/ENMDMSYYXO
The @FinancialCmte has invited @henrysward to testify on behalf of startup founders, investors, and employees. Henry will advocate for a future where private markets are more accessible, transparent, and impactful—for all.
Watch live tmrw at 10 ET/1 ET: https://t.co/ddAqH9zcx9
For startups on the path to IPO, your transition from private to public markets should be straightforward and efficient. That’s why we’re excited to announce that @MorganStanley at Work is now our preferred public equity management platform for Carta customers: https://t.co/2SBkoQPpPH
Start-ups are built around bold visions. But most of the time, things don’t go as planned.
@artshali, @cartainc's Chief Product Officer, believes in purposeful innovation - truly listening to signals that lead to unlocks in customer and market value.
At their Series A, Carta was turned down by nearly every investor in Silicon Valley because they were playing in a market (cap tables) that was too small.
Today, Carta is over $400M in ARR and is the backbone of private capital.
What did the journey look like?
Given a big vision, how do you pick a place to start?
How do you know when to keep trying to solve a particular problem versus pivot?
How do you know when to rewrite your vision?
Vrushali has had first hand experience with all of these problems. Let’s face it, start-ups are hard. There’s no one right answer.
Come learn from the trials and tribulations of one product builder willing to share her journey.
Watch it live from anywhere in the world 👉https://t.co/TEYTyLihuI!
#prodmgmt #productmanagement #ProductCon #productleadership #productconference #aiproductmanagement
🚀 Announcing Carta Deal Closings! Founders and law firms can now automate the fundraising process, saving time and money while ensuring real-time transparency.
👏 Real-time round status
👏 Auto cap table updates
👏 Pro forma integration
Available now: https://t.co/8T2VmO98Dm
Balancing innovation with focus is key for product leaders. In my chat with Vrushali Paunikar (@artshali), CPO at Carta (@cartainc), we discussed how they transitioned from broad experimentation to doubling down on proven success.
🎧 Listen full here: https://t.co/BgZ9WUqbff
Fund tax is complex, especially if you’re new to it.
Carta Fund Tax consolidates fund admin and tax, reducing the back-and-forth between players, ultimately saving you time.
Our tax dashboard tracks real-time progress of your returns so you know when they're ready to share or file.
Our tax experts offer 1:1 support throughout tax season so you can better understand your returns.
The LP document center gives investors one place to easily review and retrieve K-1s.
Learn more: https://t.co/gM8sb2RG0J
Carta partners with @vouch_group to automate insurance for startups 🎉
Founders raising a VC round often have to obtain Directors and Officers (D&O) insurance as a condition of the financing. It’s a time-consuming, complicated headache—right at the time founders want to focus on scaling their startups.
We’ve partnered with Vouch to provide you with tailored coverage that’s purpose-built for our ecosystem: insurance powered by real-time data from Carta’s platform.
This new integration with the Carta API helps startup founders save time and avoid coverage gaps. For investors, this can close the risk gap between joining a board and ensuring the startup has the right D&O protection in place.
Building your company is hard enough, managing the complexities of startup insurance shouldn’t be.
Learn more about this industry-first partnership: https://t.co/bxy5O2Ha2m
It's the last day to register for the Carta Innovators Summit: https://t.co/qylVkmT33a
We're thrilled to welcome Stacy Brown-Philpot (@sbp04) of Cherryrock Capital, @seanmendy of @concreterosevc, @EdwardNorton of Zeck, @alexavontobel of @InspiredCap, and so many more.
This is a really good regulatory playbook on VC funds:
• Rule 506(b), (c) of Reg D
• §3(c)(1), 3(c)(7) of ICA
• Advisers Act
• Corporate Transparency Act
• CA DEI Rule
https://t.co/5g6A8cR8HG
Will summarize more about this later, but excellent work by @cartainc@holliheiles