The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Ward: Carta expects to complete 2-3 M&A deals per year
“We'll probably do two or three deals this year, another two or three next year.”
Henry Ward Aug 6, 2025 ▶ 24:04 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Disclosure
Ward: Carta uses automated AI agents overnight to catch software bugs
“So now we have agents all night going through testing all the different possible things that a customer might do the next morning when they wake up, and then we catch the errors before they do.”
Henry Ward Aug 6, 2025 ▶ 30:09 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Disclosure
Ward: Carta pivoted from $6K startup deals to $1M PE software
“We started with a sales team that sold, you know, 6000 dollar cap tables to 24 year old founders in hoodies you know, in Soma. And now we're selling million dollar accounting solutions to middle aged CFOs in midtown.”
Henry Ward Aug 6, 2025 ▶ 17:07 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Disclosure
Ward: I spend half my time leading AI initiatives at Carta
“Today I spend half my time on product and the other half on AI projects at Carta and all the AI projects come in two forms. One is how do we use AI to build differentiated user experiences for our customers? So it's all in the product side. And then how do we …”
Henry Ward Aug 6, 2025 ▶ 26:20 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Disclosure
Ward: Carta tracks operational inputs over output metrics internally
“Internally, I try never to talk about those things cause those are the outputs of the business. we spend all our time talking about the inputs of the business and what are the various flywheels of Carta.”
Henry Ward Aug 6, 2025 ▶ 3:58 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
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