Full-Time
Senior Transactional Lawyer
Carta
1,001-5,000 employees
Fintech platform streamlining fundraising, equity, back-office
No salary listed
London, UK
In Person
Right to work in the United Kingdom required; visa sponsorship not offered.
 Legal & Compliance (1) |
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- A qualified lawyer with transactional compliance experience. You're licensed to practice in the UK or Europe (other comparable jurisdictions considered), with 4-6+ years PQE recommended in regulatory or investment compliance — and experience representing asset managers, institutional investors, or other financial services clients.
- Commercially sharp and solutions-first. You approach compliance as an enabler of deal velocity, not a barrier to it — you find the path to yes while keeping clients protected.
- Deeply familiar with complex asset management structures. You've reviewed fund structures, SPVs, offshore vehicles, and multi-jurisdictional counterparties in a live deal context.
- Client-ready under pressure. You're comfortable as the named contact for demanding institutional clients in a fast-paced financial services environment — credible, responsive, and composed when deals get complicated.
- Right to work in the UK without visa sponsorship is required for this role.
- Be the client's trusted deal-side compliance partner. Act as the primary day-to-day legal contact for institutional investors and asset managers — advising on compliance risk factors across live transactions with clarity and commercial pragmatism.
- Unpack transaction structures that others can't. Work closely with private equity deal teams to understand complex deal anatomy, identify counterparties, and conduct multi-dimensional risk analysis — covering AML, bribery and corruption, financial crime, and reputational risk.
- Investigate ownership and control to find what matters. Review fund structures, SPVs, partnerships, and trusts to map corporate ownership and fund flows — building a defensible compliance picture under deal timeline pressure.
- Drive the materials process. Liaise with deal teams, legal, compliance, and relevant counterparties to gather what's needed to complete reviews on time, without losing rigour.
- Ensure deals close compliantly. Collaborate with clients' legal and compliance teams to confirm that transactions meet AML/CTF regulations, internal policies, and jurisdictional requirements.
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
- July 2026 Claude plugins reached 1,500 firms, proving real adoption beyond demos.
- 2026 SEC Forum filing says Carta serves 50,000 companies and nearly 9,000 funds.
- Carta 401(k), launched with Morgan Stanley and Vestwell, widens startup wallet share.
What critics are saying
- Jerry Talton's retaliation suit survives in Southern District of New York, prolonging reputational damage.
- 2024-2025 harassment and discrimination claims keep CEO Henry Ward and CRO Jeff Perry exposed.
- Rival platforms can replicate point solutions while Carta's layoffs show integration pressure.
What makes Carta unique
- Carta controls cap tables, fund admin, CRM, and legal workflows in one system.
- April 2026 Claude plugins embed Carta data directly inside private-capital workflows.
- March 2026 Hong Kong office extends Carta's Asia hub network with Singapore.
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Benefits
Free lunch and snacks
Equity
Employee liquidity every 12-18 months
Growth & Insights and Company News
6 month growth
↓ -3%1 year growth
↓ -3%2 year growth
↓ -2%Carta has made its suite of Plugins for Claude broadly available, with over 1,500 companies and firms already using them since the initial launch in April 2026. The plugins integrate fund administration, cap table management, and dealflow analytics directly into existing workflows. The platform includes three main plugins. The Investors Plugin enables fund CFOs to pull live cash data and generate reports. The CRM Plugin connects relationship management to economic data for investor outreach. The Cap Table Plugin allows equity administrators to access ownership records and generate reports. Delta-v Capital, managing $1.6 billion across 28 funds, reduced compliance work from weeks to near-instant workflows. Tribe Capital Management, overseeing $2 billion in assets under management, cut reconciliation time from one week to one day across 100 SPVs. The plugins operate within Carta's existing permission structure and are available through Claude's plugin directory to firms with active Carta accounts.
Carta, a specialist ERP provider for the private capital world, has bought UK-based ALSP Avantia, which handles managed services for asset managers. The result is the launch of Carta Law, an AI-fir…
Carta acquires Avantia Law to launch Carta Law, an AI-native law firm for private capital with fixed pricing replacing hourly billing.
Carta has opened a Hong Kong office, establishing a dual-hub network alongside its Singapore headquarters to serve Asia's private markets ecosystem. The expansion targets Hong Kong's $240 billion private markets sector, creating an infrastructure corridor across the region's key capital centres. The Hong Kong office launches with teams covering sales, marketing, customer experience and fund administration, offering services in Cantonese, Mandarin and English. Whilst Singapore anchors Carta's Asia Pacific, Middle East and Africa operations, the Hong Kong hub provides localised expertise across the Greater Bay Area. The move follows Hong Kong's return to top IPO activity, creating demand for modern private capital infrastructure. Carta now operates 15 offices globally, serving over 50,000 companies and supporting 9,000 funds managing $203 billion in assets.
Carta has launched a Fund of Funds solution to automate LP reporting and portfolio management for fund managers. The platform consolidates fund administration, portfolio analytics and document management into a single system, addressing operational challenges in a sector projected to reach $450 billion by 2033. The solution uses proprietary agentic AI to extract and normalise data from capital call notices and other documents, automatically updating general ledgers and eliminating manual entry. It provides portfolio look-through analysis across multiple funds, tracks capital activity from a centralised hub, and maps entity relationships with visual accounting capabilities. The platform aggregates data across managers' entire portfolios, including funds not administered on Carta. Carta plans to introduce cash forecasting and treasury management tools in coming months.