BREAKING: Carta x Sourcery Team Up.
End-to-End Fund & Equity Mgmt (& Sourcery Data Sources)
Brought to you by Brex:
Brex is the intelligent finance platform: cards, expenses, travel, bill pay, banking—wrapped into a high-performance stack. Built for scale. Trusted by teams that move fast.
What do the NYSE, Morgan Stanley, & Sourcery all have in common?
We love Carta.
I am SO excited to share that Sourcery has officially teamed up with Carta to provide top tier private markets data within our interviews & BREAKING industry performance reports. This is huge.
ICYMI Sourcery’s a big fan. Carta delivers best-in-class private markets software, services, data, & insights. Our most trusted source for the signals that matter.
More charts, more data, more insights.
Visit our dedicated data site → carta.com/sourcery
Trusted by 2.5 million equity holders, 65,000+ companies in 160+ countries, Carta’s platform of software & services lays the groundwork so you can build, invest, & scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds & SPVs, representing nearly $185 Billion in assets under management, with tools designed to enhance the strategic impact of fund CFOs.
Transforming the private marketplace, Carta connects founders, investors, & limited partners through software purpose-built for private capital.
Meet the new standard in fund administration. (& Sourcery data).
For the love of the game.
Up Market Momentum:
Carta & Morgan Stanley expand partnership to wealth management for private companies..
Represents the latest advancement in Carta's integrated IPO Advisory product suite.
Paving the path to publics: Carta & the NYSE forge strategic partnership..
The partnership comes amid increased IPO activity & an expected surge of public offerings. Analysts anticipate the fastest pace of deal activity since 2021, with 40 → 60 US IPOs expected by year-end.
Trending Reports:
State of Startup Compensation: H1 2025
Startup salaries have risen—especially for legal, product, and AI roles— while equity packages remain static.
Fundraising has declined, but that's only part of the pre-seed story. Valuation caps have risen for the smallest rounds.
State of Private Markets: Q2 2025
Investors have grown more selective, but rising valuations show that VCs believe many of these young, lean startups are poised for explosive growth in the years to come.
Now a word from one of our favorite CEOs..
Carta CEO Henry Ward: The Path to $500M ARR
Raising $1B, Why PE Is The Future, & Peter Thiel’s Influence
→ Listen on X, Spotify, YouTube, Apple
Henry Ward, CEO of Carta, joins Sourcery to share how the company scaled to nearly $500M in ARR, raised $1B across seven rounds, and evolved from a startup serving cap tables to a platform targeting massive markets like private equity & private credit.
With AI now woven into both its product suite & internal operations, Carta is positioning itself not just as a platform for managing ownership, but as a technology company defining the future of private markets.
Brought to you by:
Brex—The intelligent finance platform: cards, expenses, travel, bill pay, banking—wrapped into a high-performance stack. Built for scale. Trusted by teams that move fast.
As a Sourcery subscriber you get: 75,000 points after spending $3,000 on Brex card(s), white-glove onboarding, $5,000 in AWS credits, $2,500 in OpenAI credits, & access to $180k+ in SaaS discounts. On top of $500 toward Brex travel, $300 in cashback, plus exclusive perks (like billboards..) visit → brex.com/sourcery
Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance, and enable enterprises to turn those models into powerful, production-ready systems. Visit: turing.com/sourcery
Carta—Carta connects founders, investors, and limited partners through software purpose-built for private capital. Trusted by 2.5M+ equity holders, 65,000+ companies in 160+ countries, Carta’s platform of software & services lays the groundwork so you can build, invest, and scale with confidence. Visit: carta.com/sourcery
Kalshi—The largest prediction market & the only legal platform in the US where people can trade directly on the outcomes of future events (sports, politics, weather, AI, etc).
Congrats!!!!!!!
Wooo!