OnBase: Smashing Sales and Marketing Misalignments

Ep. 287 | Evolving with the Market: Equity Management Solutions


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This episode of Sunny Side Up features Jeff Perry, chief revenue officer at Carta, a cloud-based provider of equity management solutions. This fast-growing company started out as a provider of software products but has grown to include an equity management platform now serving more than 20,000 companies (at all stages of growth) as well as more than 2 million investor, law firm, and employee accounts. Originally known as eShares, the company's initial focus was on capitalization tables and valuation software. But these days, Jeff is responsible for marshaling core products and burgeoning new frontiers related to investor relations and data and computational tools. Learn about Carta's latest offerings, sales strategies for keeping up with what's on the horizon, and recommended reading for anyone interested in the world of business.

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OnBase: Smashing Sales and Marketing MisalignmentsBy Demandbase

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