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Samuel Kad-bay

Post Close Associate at Carta

London, England

Overview 

Samuel Kad-Bay is a Post Close Associate at Carta in London, with a background in securities, risk management, and due diligence. His career highlights include roles as an Associate and Analyst at QVentures, as well as experience as an Operations Analyst at Folionet, demonstrating a strong foundation in finance and investment analysis.

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

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