Discover how Carta pitched their platform to streamline asset ownership and revolutionize equity management.
Category: Pitch Decks
Industry: Financial Technology
Step 1. On which fundraising stage is your company?
Carta's pitch deck presents a transformative vision for simplifying asset ownership and equity management. It outlines how their platform addresses inefficiencies in private and public market ownership systems by centralizing and automating securities management.
Cover Slide: Carta introduces its brand and mission with a professional and clean cover slide, setting the stage for the presentation.
Problem Statement: This slide highlights the fragmentation and inefficiency in private and public asset ownership systems, with high costs and limited transparency.
Solution: Carta presents itself as the central registry for asset ownership, offering a unified platform to track shares, options, debt, and other securities.
How It Works: The platform simplifies issuing, transferring, and tracking securities while automating compliance and cap table management.
Network Effects: Carta emphasizes its strategic entry into venture capital and limited partners, showcasing how its platform fosters network effects across financial ecosystems.
Expansion Opportunities: The pitch details future plans to expand beyond venture capital into real estate, employee equity, private assets, and other industries.
Performance Metrics: Carta highlights impressive growth metrics, including $50M in annual recurring revenue (ARR), over 10,000 subscription customers, and 700,000 shareholders.
Global Vision: The deck outlines a long-term goal of becoming a global utility for financial ownership, likening its software to enduring infrastructure like telephone cables.
Closing Slide: Carta concludes with a bold vision of making ownership as simple as payroll, aiming to revolutionize asset management on a global scale.