The Company You’ll Join

At Carta we create owners and make private markets liquid. 

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners. 

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft. 

To learn more, here is what one of our investors wrote about leading our Series F. 

The Team You’ll Work With

This role is on the Investor Services Operations team, and will help build Carta’s next generation lending and banking services. This year, our primary initiative is to scale Carta’s first lending product for venture capital and private equity funds, a Capital Call Line of Credit (CCL). We launched CCLs to market in April 2020 and are excited to bring the product from 0 to 1.

We are a small and growing team. Our team currently consists of two members who work on both underwriting and operations. We operate like a new startup with the backing of a stable and high growth core business. With this mentality, we work hand in hand with the business team and wear multiple hats. We care most about adding business value and voluntarily raise our hands to take on tasks even if they’re outside the scope of our day-to-day. 

We have audacious goals but we take it one day at a time. We try very hard to not over-invest and are not afraid to learn from past mistakes. We’re a group of quick iterators and are ready to pivot in an instant.

The Problems You’ll Solve 

We’re in the early stages of architecting and building new financial platforms and applications. We want to hire people who will help us innovate and will continuously look for ways to improve what we do today. This role is key in shaping the future of financial products and in supporting the growth of Carta’s CCL loan book, which has already reached over $300M!

Some of the problems you’ll help us solve are: 

  • We commit to operating with urgency when providing lending services to our clients. We need to improve the efficiency of our current process to ensure we continue to do this.
  • Demand for our CCL product has been enormous. In order to continue to meet our clients’ expectations and satisfy demand, we need individuals who are capable of juggling multiple deals at once without dropping the ball.
  • In this unique role in a unique company, you’ll quickly become a ‘subject matter expert’ for the CCL product. Over time we will lean on you to help us explore other financial products we can offer the venture ecosystem as well.
  • Our goal is to offer a CCL to each of our Investor customers. In order to do this we need to develop our underwriting process, and leverage our proprietary data to refine our underwriting model. 

The Impact You’ll Have

You will be on the front lines of the Carta CCL team. We want to provide customers with the most streamlined application process in the market, make consistent underwriting decisions, and provide a servicing experience that is above and beyond anything traditional banks can offer. We want to bring people into the fold that really believe in customer experience and put our clients on the pedestal they deserve. You will work closely with internal teams, our bank partner and our internal credit committee to guide each of your clients through application, underwriting, credit review and loan closing.

About You

You are an excellent communicator, and operate with integrity and a customer-centric approach. You have an understanding of the venture ecosystem and a real desire to learn more about fund structures and the liquidity challenges within venture. Multi-tasking doesn’t scare you - you enjoy the buzz of start-up chaos and are able to manage this with excellent attention-to-detail and accuracy. Financial services, risk management or underwriting experience is a bonus but is not necessary. Experience analyzing and/or preparing legal documents is also a nice-to-have.

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

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