In this episode of The Fund AI Pod, host Iain Carey speaks with Edwin Chan, Managing Director and Regional Head, Europe & UK at Carta, an all-in-one software platform for managing private capital.

This episode focuses on Carta's vision for streamlining the entire lifecycle of private markets, their unique tech stack, data governance, AI for enhanced client services, internal AI use cases, fostering an AI culture, metrics for AI evaluation, the future of AI in private markets, and much more!

Sponsor

This episode is brought to you by:

zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you. They have a library of ready-made agents that can be configured and deployed to your environment - RFP Agent; Knowledge Management Agent; FOBO Rec Agent; and more.

https://www.zentia.io/

Follow on LinkedIn

Guest (Edwin Chan): https://www.linkedin.com/in/edwin-chan-aca/

Guest's Firm (Carta): https://www.linkedin.com/company/carta--/

Host (Iain Carey): https://www.linkedin.com/in/iaincarey/

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Chapters

00:00 Introduction to Edwin Chan & Carta

05:15 Carta's Tech Stack

07:32 Data Governance and Books of Record

13:05 Leveraging AI for Enhanced Client Services

17:09 Internal AI Applications and Efficiency

20:22 Fostering an AI Learning Culture

22:28 Sponsor: zentia Consulting

23:17 Metrics for Evaluating AI Success

25:42 AI Efficiency Repurposed

27:49 AI in Software Development

31:11 Future of AI in Private Equity

32:24 Integrating Front, Middle, and Back Office

35:38 Client Adoption and Feedback

37:23 Digital Investor Experience

38:42 Key Takeaways & Contact Details