Carta Fund Tax
Carta Fund Tax is a 0 to 1 product I designed and launched to bring delightful experiences to one of the most chaotic workflows in venture capital: tax filing. We transformed manual tax processes into a transparent and guided product experience for VC customers. As the sole designer on the team, I held workshops, interviewed customers, jammed on ideas with tax CPAs, reviewed IRS regulations with legals, and iterated on the product over two annual tax seasons.
The new Tax product not only resulted in over $15m ARR, but most importantly, customers now have full transparency and sense of control over granular filing across all of their funds and investors.
My role
Product design, customer research
Approve, sign and file with the IRS
Team
PMs, PMM, Engineering, CPAs and Tax delivery team
Context-aware data collection to only ask relevant questions tailored to each fund
Investors (LP) are able to access tax forms securely and efficiently without needing to log in
Timeline
10/2023 - 12/2023, 6/2024 - 8/2024
Share tax forms to investors (LP) with multi-factor authentication
Quarterly tax estimates to help customers with financial planning
Investor portal for investors to audit tax returns across investments and tax years
Tax dashboard for customers to track tax return progress across all fund entities, and to drill down into tasks