Leadership Overview
Carta has 5 executives leading key functions including operations, marketing strategy, corporate development, revenue growth, and human capital management.
Focused on transforming equity management, Carta delivers advanced valuation software and capitalization table solutions to private markets globally while maintaining a commitment to financial transparency and operational excellence.
Focused on transforming equity management, Carta delivers advanced valuation software and capitalization table solutions to private markets globally while maintaining a commitment to financial transparency and operational excellence.
Leadership Roles at Carta
George Guzman - Chief Operating Officer
George Guzman, the Chief Operating Officer at Carta, directs all internal business processes and infrastructure scaling. Overseeing the daily execution of valuation software delivery, the Chief Operating Officer ensures that technical systems remain robust for a diverse client base. Guzman manages cross-departmental workflows to optimize efficiency across North American and international markets. By aligning operational output with the broader mission of capitalization table management, the Chief Operating Officer drives sustainable growth. This leadership role involves constant monitoring of service reliability and platform performance. George Guzman maintains rigorous standards for data integrity, which supports the company's reputation as a trusted partner for private enterprises. Through the implementation of streamlined administrative protocols, the Chief Operating Officer facilitates seamless collaboration between engineering and client success teams, ultimately securing the long-term stability of the organization's core software offerings.
Michael Aldridge - President & Chief Revenue Officer
Michael Aldridge, the President & Chief Revenue Officer at Carta, directs all global sales operations and revenue-generating activities. Overseeing the expansion of the client base for valuation software, the President & Chief Revenue Officer ensures that sales teams meet aggressive growth targets. Aldridge manages the entire customer lifecycle, from initial acquisition to long-term retention of capitalization table management accounts. By optimizing the sales funnel and refining pricing strategies, the President & Chief Revenue Officer drives consistent financial performance. Michael Aldridge works closely with the board to align revenue goals with the company's broader strategic vision. This leadership role involves building high-performing sales organizations that operate effectively across diverse geographic regions. Through the implementation of data-driven sales methodologies, the President & Chief Revenue Officer secures the company's market leadership and ensures the continued success of the organization's enterprise software solutions.

Samra Anees - Chief of Staff To the Chief Marketing Officer
Samra Anees, the Chief of Staff To the Chief Marketing Officer at Carta, coordinates strategic initiatives and communication frameworks for the marketing division. Overseeing the alignment of brand messaging with the company's valuation software products, the Chief of Staff To the Chief Marketing Officer ensures that market positioning remains consistent across all digital channels. Anees manages high-level projects that expand the reach of capitalization table management tools into new industry verticals. By facilitating collaboration between marketing leadership and product teams, the Chief of Staff To the Chief Marketing Officer accelerates the adoption of new features. Samra Anees monitors campaign performance metrics to refine outreach strategies, which directly impacts lead generation and customer acquisition. This role requires precise management of departmental resources and executive priorities. Through proactive planning, the Chief of Staff To the Chief Marketing Officer strengthens the overall market presence of the organization.
Davis Thacker - Chief of Staff & Vice President Head of Corporate Development
Davis Thacker, the Chief of Staff & Vice President Head of Corporate Development at Carta, architects inorganic growth strategies and manages strategic partnerships. Overseeing the evaluation of potential acquisitions, the Chief of Staff & Vice President Head of Corporate Development ensures that new assets integrate effectively with existing valuation software platforms. Thacker leads negotiations that expand the company's footprint in the capitalization table management sector. By identifying market opportunities for expansion, the Chief of Staff & Vice President Head of Corporate Development drives long-term value creation for stakeholders. Davis Thacker collaborates with the executive team to refine the corporate roadmap and prioritize investment areas. This leadership role involves rigorous financial analysis and market research to support informed decision-making. Through the execution of complex transactions, the Chief of Staff & Vice President Head of Corporate Development strengthens the competitive position of the organization within the global software industry.
Nick Avery - Chief People Officer
Nick Avery, the Chief People Officer at Carta, directs all human capital strategies and organizational development initiatives. Overseeing talent acquisition and employee retention, the Chief People Officer ensures that the workforce possesses the technical expertise required to maintain advanced valuation software. Avery manages cultural programs that foster innovation and collaboration across the company's global offices. By designing comprehensive compensation and benefits structures, the Chief People Officer drives high levels of employee engagement and productivity. Nick Avery collaborates with other C-suite leaders to align human resource policies with the company's long-term growth objectives. This leadership role involves managing complex organizational changes and promoting a diverse, inclusive workplace environment. Through the development of robust training and leadership programs, the Chief People Officer strengthens the internal capabilities of the organization, ensuring that the team remains equipped to solve the most challenging problems in capitalization table management.
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