Funds Lawyer
About the job
- Experienced in funds law. You have a strong background in LP transfers, closed-ended funds, or private markets work and can independently manage complex transfer processes.
- Client-focused and commercially minded. You build strong relationships with sophisticated asset manager and investment fund clients and know how to communicate clearly under pressure.
- A natural leader and mentor. You have experience supervising and developing junior lawyers and paralegals, and can manage team performance across multiple simultaneous workflows.
- Detail-driven and execution-focused. You thrive on getting deals done – you prioritise effectively, handle competing deadlines, and do not lose momentum.
- Tech-savvy. You are comfortable working with AI-backed legal tools and are curious about the role of technology in modern legal delivery.
- Licensed to practice. You are qualified in England & Wales or a comparable jurisdiction. 5+ years of relevant experience recommended.
- Supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs
- Serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions
- Own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum
- Build and deepen trusted client relationships, positioning Carta as the go-to partner for LP transfer work
- Support business development by contributing to new client pitches alongside the Growth team
- Partner with the technology team to continuously improve AI-driven legal delivery tools and workflows
About the company
Carta provides a fintech platform that streamlines fundraising for startups, venture capitalists, and private equity firms, while also managing equity and portfolio data. The platform combines asset management, back-office automation, valuations, fund formation, and audit and tax support into one system. It uses machine-learning driven data and real-time market intelligence to support compensation decisions and makes equity sales for employees and stakeholders easier. Revenue comes from charging clients for access to its tools and services, with pricing varying by client size and service level; the goal is to make fundraising faster, easier, and more cost-effective by offering an integrated suite of fundraising workflow, equity management, and data insights.
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$1.1B
Headquarters
San Francisco, California
Founded
2012
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Simplify's Take
What believers are saying
- Pulley’s September 2026 shutdown sends cap-table customers toward Carta migrations.
- Over 1,500 firms use Carta’s Claude plugins, accelerating switching costs.
- Carta’s March 2026 CRM and May 2026 Law launches deepen cross-sell across private capital.
What critics are saying
- April 2026 layoffs cut about 100 workers, signaling pressure despite growth.
- Employee discrimination and retaliation lawsuits from 2023 continue hurting Carta’s employer brand.
- Pulley shuts December 2026, but Ledgy and Morgan Stanley still attack Carta’s core.
What makes Carta unique
- Carta’s March 2026 ListAlpha deal unified CRM, cap table, and fund data.
- Carta Law launched May 2026 after Avantia acquisition, adding AI-native legal workflows.
- Carta’s Hong Kong office and Singapore hub expand private-markets infrastructure across Asia.
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Benefits
- Free lunch and snacks
- Equity
- Employee liquidity every 12-18 months