Cross-Functional CFO Unifies Liquidity and Investor Relations
Charly Kevers, CFO at Carta, on progressive price discovery and investor relations
This background matters because it gave Carta a CFO who had already seen both sides of company building, buying, and financing. At Salesforce, corporate development meant evaluating acquisitions and strategic investments, which is about pricing companies and using stock as deal currency. At LendingClub, finance work meant operating inside a regulated fintech that had to manage investors, reporting, and capital decisions. That mix maps directly to Carta’s work in liquidity, investor relations, and private market price discovery.
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Salesforce corporate development is the M&A seat. The job is to study targets, negotiate deals, and decide when stock, cash, or partnerships make sense. That experience helps explain why Carta framed secondary liquidity as a cap table and capital strategy tool, not just an employee perk.
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LendingClub finance added a different muscle. LendingClub was a marketplace lender, so finance had to support new products and strategic initiatives while working in a business built around investor trust, funding flows, and disciplined reporting. That is close to the operating logic behind private market liquidity programs.
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The through line is investor communication. In the interview, Charly ties programmatic liquidity to better price discovery, more regular investor engagement, and using stock more effectively in recruiting and M&A. Those are exactly the kinds of issues someone with corp dev and fintech finance experience would naturally prioritize.
Going forward, this kind of operator profile becomes more valuable as late stage startups behave more like public companies before an IPO. The winning finance leaders in private markets will increasingly be the ones who can connect valuation, disclosures, recruiting, and M&A into one system, rather than treating liquidity as a one off transaction.