Simplify Logo

Full-Time

M&a Integration Lead

Confirmed live in the last 24 hours

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Data & Analytics
Consulting
Venture Capital
Fintech
Crypto & Web3
Financial Services
Legal

Compensation Overview

$208k - $295kAnnually

+ Equity + Commission

Senior

San Francisco, CA, USA + 1 more

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Communications
Mergers & Acquisitions (M&A)
Requirements
  • 6 - 8+ years of experience in M&A integration, management consulting, corporate development, investment banking, private equity, venture capital, corporate strategy, or business operations
  • Strong organizational skills with the ability to effectively design and set priorities, goals, and feedback loops with internal teams
  • Deep understanding of enterprise software, SaaS; experience working in the VC/PE ecosystem and/or fintech a plus
  • Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations, especially to executives
Responsibilities
  • Work with product and business leaders within Carta to influence strategy for our different businesses and products
  • Develop integration strategy and deliver robust integration plans for acquisitions
  • Own integration plan execution, and ensure strong alignment with acquired founders and teams about go-forward planning
  • Coordinate with internal stakeholders on all aspects of the integration - people, back office, operations, product, business integration. Run integration meetings and project lead all workstreams
  • Work with cross-functional groups within Carta (including Legal, People, Finance / Accounting, Product, Engineering teams) to plan, prioritize, and execute projects on time and within budget
  • Interact with senior leadership in developing integration plans and identifying issues/concerns to ensure alignment of objectives
  • Create materials and develop communications to provide regular updates to the leadership team on progress, key decisions, and major risks / issues that need to be resolved
  • Continuously improve integration capabilities by identifying and developing process improvements, playbooks and tools to increase the efficiency and effectiveness of the team and improve the quality of integration efforts.

Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a range of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed decisions about employee compensation. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta combines software with expert services to create a more comprehensive solution for its clients. The goal of Carta is to make fundraising faster, easier, and more cost-effective for businesses.

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

-8%
Simplify Jobs

Simplify's Take

What believers are saying

  • Carta's extensive suite of tools and services can significantly streamline the fundraising process, making it easier and more cost-effective for startups and investors.
  • The company's ability to provide real-time market intelligence and robust data sets can help businesses make more informed decisions, particularly in compensation and equity management.
  • Partnerships with firms like Herzog and proactive compliance solutions position Carta as a trusted and innovative leader in the fintech space.

What critics are saying

  • The recent data breach incident could undermine client trust and impact Carta's reputation in the market.
  • A decline in venture deal counts and cash raised, as reported, may affect Carta's revenue and growth prospects.

What makes Carta unique

  • Carta's platform uniquely integrates machine learning to provide real-time market intelligence and compensation data, setting it apart from traditional financial services.
  • The company's focus on simplifying equity sales and back office automation offers a comprehensive solution that addresses multiple pain points for startups and investors.
  • Carta's proactive approach to compliance, such as offering a free Corporate Transparency Act compliance solution, demonstrates its commitment to regulatory support and client ease.

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months