Carta Law

Legal and compliance teams at PE and VC firms are being asked to do more with less. More jurisdictions. More regulation. More transactions. The same hours in the day. The answer isn't more headcount. It's a fundamentally different model - one where AI-native law firms handle the volume, with the consistency, and the speed your firm expects, so your team can focus on the work that genuinely requires their judgment. That's the future of legal and compliance in private capital. And it's already here. On June 2, Carta CEO Henry Ward and Carta Law General Manager James Sutton are hosting a live webinar on how AI-native legal and compliance operations are transforming deal velocity and fund performance. Full details and registration below.

Seven years ago, we set out to prove that legal and compliance for private capital could be done differently — faster, more consistent, and without asking asset managers to choose between quality and cost. Not by replacing lawyers, but by pairing them with technology that handles the operational volume so they can focus on the judgment calls that matter. Today, that model becomes something bigger. Avantia is joining Carta to launch Carta Law: the largest AI-native legal and compliance solution for private markets. For too long, private capital firms have managed legal, compliance, and fund administration across disconnected systems and providers. The result isn’t just inefficiency. It’s fragmented institutional knowledge, limited visibility, duplicated work, and slower execution. Carta Law changes that. By bringing Avantia’s AI workflow engine, attorney-backed review model, and outcome-based pricing into Carta’s ERP - legal and compliance workflows become part of the same operational system as the fund itself. Every contract, compliance decision, and legal workflow sits alongside the record it belongs to. For the 200+ asset managers who trust Avantia today: nothing changes in how you’re supported. Everything changes in what’s now possible.

Asset managers are under pressure to move faster, meet rising regulatory expectations, and deliver a seamless investor experience - all while managing growing compliance complexity. Today, Avantia is raising the bar with the launch of our enhanced Investor KYC solution - designed to transform investor onboarding through a powerful combination of best-in-class technology and specialist AML expertise. “Our Investor KYC solution was built in response to what we’re hearing every day from clients,” said Patrick Daniel Squatriti SVP of Compliance. “Fund managers are facing increasing demands from regulators and investors, but internal teams are already stretched thin. We’re combining technology and expertise to take the entire process off their shoulders and give investors a smoother experience.” With Avantia, LPs can upload documentation once, track progress in real time, and reuse verified data across funds - while our compliance professionals handle verification, screening, and investor communications behind the scenes. We’re also proud to welcome Michael Yangming Xiao as Legal Director, Americas, as we continue to expand our presence and leadership in the US market. “This expansion and Michael’s appointment reinforce our commitment to building the preeminent legal and compliance platform for asset management, blending technology seamlessly with expertise,” Daniel added. Learn how Avantia is redefining investor onboarding: https://lnkd.in/ez6FSFkd

Legal and compliance used to be seen as support functions. Necessary, but rarely celebrated. That’s changing. This quarter, the narrative is shifting from reactive to proactive. Investors are asking tougher questions. Risk and onboarding timelines are under scrutiny. And behind the scenes, legal and ops leaders are building more resilient, more strategic infrastructures. This months edition of Avantia Insights brings together: ✔️ Why LPs are raising the bar on compliance ✔️ What we heard at SuperReturn about risk, efficiency, and getting deals done ✔️ A profile of our General Counsel, Stuart Swift ✔️ And a new episode of Compliance by Design with Hannah Thompson Read the newsletter below.

Carta Law Venture Financing is live today, giving Seed and Series A founders end-to-end legal execution for their round. One legal team handles everything from term sheet negotiation through data room review, document drafting, investor redlines, and close, for a fixed fee agreed before the engagement starts. An experienced startup attorney runs every engagement, while AI handles the document prep, compliance checks, and signature coordination behind it. First drafts and redline responses come back within 24 hours, which means rounds that typically take months to close can move in weeks, informed by data from 55,000+ completed VC transactions on Carta across roughly 75% of U.S. VC deals. This is company-side representation built specifically for founders raising their first priced round, most of whom have never had in-house counsel before. Discover more: https://lnkd.in/gKxDADsP

Manage legal and compliance work throughout your fund’s lifecycle, at the pace your firm demands.