Samuel Kad-bay
Post Close Associate at Carta
London, England
Overview
Work Experience
Post Close Associate
2024 - Current
At Carta, a leading provider of capitalization table management and valuation software, I work within the Fund Administration function, specifically as part of the Post-Close team. We play a key role in ensuring the operational and regulatory compliance of funds and SPVs post-closing across multiple jurisdictions, including the UK, BVI, Luxembourg, and the Cayman Islands. Our responsibilities cover a wide range of administrative and reporting tasks, from Companies House filings to tax reporting and submissions. *Key Responsibilities & Contributions* - Support the UK AEOI reporting process for SPV clients, ensuring accurate and timely submissions. Collaborate with the wider Fund Administration team to prepare and file FATCA/CRS reports for funds based in the BVI, Cayman Islands, and Luxembourg. - Created the foundational XML template for Luxembourg tax reporting, streamlining future submissions. - Support the preparation and filing of UK tax returns for LLPs and LPs, ensuring compliance and avoiding penalties. - Participate in the fund distribution process to LPs during exits and wind-downs. - Coordinate across multiple stakeholders including clients, leads, limited partners (LPs), and third-party service providers. - Took the lead in building and testing new distribution workflows on the Carta platform for legacy and new SPV clients, improving process efficiency and client experience. - Streamlined the end-to-end UK tax production and submission process, handling high volumes of client communications with precision and efficiency.
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Raised $1,157,600,000.00 from 8090 Partners, Unanimous Capital, Sand Hill Angels, Vetamer, GS Growth, Step Ahead Capital, Massive, Silver Lake, Moonshots Capital and Launchbay Capital.
Associate
2023 - 2024
QVentures is a Venture Capital firm providing direct investments and fund management. We source, screen and invest in top-tier start-ups from Seed to Series C.
Analyst
2021 - 2023
Operations Analyst
2019 - 2021
Latam's digital wealth management firm in the US. Clients in more than 52 countries. Stocks, crypto trading, and personalized advise.
Raised $5,400,000.00.
Data Analyst
2018 - 2018