C

Carta

Fintech platform streamlining fundraising, equity, back-office

Legal Director - Contracts

ContractUpdated on 10/23/2026
$161.3k - $252k+ Equity
Expert
Seattle, WA, USA+4 moreMore locations: Toronto, ON, Canada | Hamilton Township, NJ, USA | Sandy, UT, USA | Denver, CO, USA
In PersonMust be based in a Canadian or U.S. office; in-person work supports coaching, team culture, and face-to-face client meetings.
LegalLegal Counsel & Legal Support

About the job

Requirements
  • Qualified attorney in a relevant jurisdiction with 5+ years of post-qualification experience.
  • Must be based in one of the employer's Canadian or U.S. offices.
  • Deep knowledge of commercial contracts across the contract document types offered.
  • Ability to develop lawyers, balance performance across multiple teams, and build team capability.
  • Financial literacy to interpret profit-and-loss drivers, optimize efficiency, and identify commercial risks.
  • Ability to own and independently resolve complex client escalations.
  • Ability to analyze complex requests and team performance data and draw sound conclusions under ambiguity.
  • Process discipline to hold teams accountable to quality, service-level agreements, and output standards.
  • Ability to work on issues requiring deep knowledge of organizational objectives and ensure adherence to budgets, schedules, and performance expectations.
Responsibilities
  • Supervise client accounts in the assigned group for quality, service levels, and performance rather than hands-on delivery.
  • Make final decisions on complex escalations or performance issues beyond Managing Lawyer authority.
  • Drive playbook reviews across the team.
  • Own client onboarding and conversion, and liaise with Customer Success to identify blockers.
  • Uphold Carta Law's culture and vision and keep the team aligned.
  • Manage lawyer and client allocation across accounts, with Managing Director oversight.
  • Ensure billing information in the Carta Law app is accurate.
  • Provide delivery inputs to forecasting models, including productivity assumptions.
  • Keep team productivity aligned with agreed forecast assumptions.
  • Manage revenue for assigned accounts by converting demand to output, flagging demand changes to Customer Success, and approving one-off discounts and special pricing.
  • Participate in sales pitches.
  • Share frontline client insights to guide sales targeting and priorities.
  • Identify opportunities for technology enablement and automation across the team.
  • Contribute delivery insights to technology research and development workshops.
  • Drive adoption of new technology, ensure training is completed, and guide the team's approach to tasks.
  • Own client onboarding and conversion.
  • Liaise with and delegate responsibility to Managing Lawyers as appropriate.
  • Be responsible for the health of assigned clients.
  • Manage and coach lawyers, including performance reviews, development plans, expense approvals, and annual leave.
  • Provide the Training team with input on onboarding and ongoing training topics.
  • Support training on playbooks and client standards.
  • Manage resourcing and hiring demand for lawyer roles and conduct end-of-probation reviews.
  • Lead interviews for lawyer-level hires.
  • Handle internal escalations concerning lawyer conduct and performance.
  • Monitor team utilization, wellbeing, and morale.

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 Jobs

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

Growth & Insights and Company News

6 month growth

-11%

1 year growth

-10%

2 year growth

-11%
Yahoo Finance
Oct 6th, 2026
Carta Law launches fixed-fee Seed financing to rival $90K–$150K legal costs

Carta Law, the AI-native law firm for private capital, has launched Venture Financing, a fixed-fee service that handles Seed rounds from term sheet to close. The firm says it gives founders the speed and predictability of a SAFE with the protection of a priced round. Carta chief executive officer Henry Ward said founders shouldn't spend $90K–$150K on a standard Seed round. The flat fee covers term sheet review, cap table modelling, financing documents, securities filings, and post-close cap table updates. First drafts arrive within 24 hours, and an attorney reviews every deal. Carta says it processes about 75% of all VC priced rounds, drawing on more than 55,000 transactions. Antler, Techstars, and 500 Global are launch partners.

Ledgy
Sep 16th, 2026
Pulley has been acquired by Carta. Migrate to Ledgy, free of charge

If your cap table is on Pulley, it's about to be affected by the Carta acquisition. Ledgy migrates your equity for you, fully validated and free of charge.

Business Wire
Sep 2nd, 2026
Carta Law adds 4 senior leaders across US and Europe to support 200+ asset managers

Carta Law, the AI-native law firm for private capital, has appointed four senior leaders across its US and European operations. Noah Levine joins as Legal Director for North American Compliance, whilst Karin Porstendörfer becomes Compliance Director and Head of Inbound KYC in Luxembourg. The firm has also promoted Chrystel Marincich to Managing Director for Contracts Americas and Kenneth Howe to Managing Director for Contracts Europe and APAC. Both joined Carta Law two and a half years ago from private practice. The appointments support Carta Law's client base of over 200 asset managers, including 30% of the world's largest funds. The firm launched in May 2026 following Carta's acquisition of Avantia.

Associated Press
Jul 29th, 2026
Carta launches Claude plugins for private capital ops, saving firms weeks of manual work

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.

Artificial Lawyer
May 13th, 2026
Carta Buys ALSP Avantia, Launches AI-First Law Firm

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…