Carta (formerly eShares) is an ownership and equity management platform trusted by thousands of founders, investors, and employees. For Carta’s corporations business, they had a homegrown contract generation system and subscription billing system. Carta’s existing Quote-to-Cash journey for subscription sales and renewals was handled by a customized series of processes and manually translated into Carta’s business systems such as NetSuite. Looking to prepare for an IPO and were looking for a billing solution to help automate much of their OTC process. Modern finance organizations’ key growth lever is agility. Unlocking agility for your organization lets you not only enable current growth strategies but have the ability to support more complex go to market innovations in the future.

Join Tom Krackeler, Zuora’s Chief Customer Officer, in his interview with Mason Miles, Director of Finance Systems at Carta, who shares key learnings from his team and how Carta evolved their quote to cash operations, powered by Zuora Billing & Zuora Revenue.