- Value Creation & Portfolio Impact
- 5 Oct 2025
At Five Experts, our mission is to help investors and leadership teams accelerate execution and bring investment hold periods closer to five years.
We believe that clear ownership drives confident execution — and that when equity, compensation, and governance are managed with precision, teams can focus entirely on value creation.
That’s why we’re excited to announce our strategic partnership with Carta, the platform trusted by over 50,000 companies and 2.6 million equity owners to manage ownership and compensation.
This partnership gives Five Experts members — both companies and investment firms — exclusive access to Carta’s preferred partner experience, helping teams simplify ownership, align stakeholders, and focus more time on growth.
When ownership data is scattered across spreadsheets, visibility suffers — and so does execution. Private equity-backed and high-growth companies face intense pressure to make fast, high-impact decisions in their first five years post-close. Yet many still struggle with the operational drag that comes from unclear cap tables, outdated valuations, or fragmented compensation plans.
Carta solves that problem by providing real-time visibility into ownership and governance, ensuring that teams, boards, and investors are aligned from day one. Through this partnership, Five Experts members gain access to Carta’s premium tools and services, removing a key layer of friction from the value creation process.
As part of this preferred partner program, members receive preferred access to Carta’s ownership and compensation management tools, preferred partner pricing on Carta plans for Five Experts companies and investment firms, and direct access to Carta’s ecosystem — including cap table management, total compensation tools, and liquidity planning support. This means fewer administrative burdens, cleaner data, and faster execution across your company or portfolio.
Carta has become the gold standard for ownership management — trusted by startups, growth companies, and private equity firms worldwide. By partnering with Carta, Five Experts members gain a competitive advantage: greater equity transparency for boards and investors, simpler compensation and valuation management, and faster decision cycles with stronger governance confidence.
Joining Five Experts is free for companies and investment firms. Once you’re part of the network, you’ll receive a preferred partner link granting direct access to Carta’s exclusive pricing and resources.
Both Five Experts and Carta share a common goal — helping the next generation of companies and investors operate with clarity, confidence, and speed. This partnership reflects our continued commitment to simplifying the operational and structural layers that slow down execution so leadership teams can focus on what drives enterprise value.
Five Experts is the value creation platform helping investors and leadership teams move hold periods closer to five years. We reduce deal risk before close and accelerate execution post-close through vetted experts, outcome-based value creation plays, and partnerships that strengthen the foundation of growth.
Carta is the leading ownership and equity management platform, trusted by more than 50,000 companies and over 2.6 million equity holders to manage cap tables, compensation, valuations, and liquidity events.
With Carta as a preferred partner, Five Experts members gain one more advantage in building value faster — through ownership clarity, operational alignment, and strategic execution.
