United States

RSM and Carta PE/VC fund valuation event


As the effective date for the American Institute of CPAs Valuation Guide, Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies, approaches, RSM is committed to supporting the private equity and venture capital community to find innovative solutions to the challenges posed by this guidance.


RSM is pleased to be hosting an information session with Carta to demonstrate a technology-based solution for hard-to-value illiquid investments. Carta is a software platform for founders, investors, and employees to manage equity and ownership.

We will discuss:

  • How general partners can use the platform to make performing Accounting Standards Codification (ASC) 820 faster and easier than Excel models
  • How the product provides detailed and comprehensive data from comparable companies and integrates directly with portfolio company cap tables and financials results

Carta will be on-site at RSM’s Boston office to demonstrate and answer any questions related to the use of this product.

Event details

Who should attend
Private equity and venture capital community

Date and Time
Tuesday, July 23, 2019
8:30 - 10:30 a.m.

80 City Square
Boston, MA 02129

CPE credit


More information
Email Lauren Thayer or call +1 617 241 1532