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Tasks and Approvals
Carta • fintech • San Francisco
Impact
80%+ of all approvals on Carta now happen through in-app workflows
(one of 10+ workflows shipped)
Overview
How might we replace scattered email approvals with a single, trustworthy in-app workflow for GPs and fund administrators?
Designed and launched the first in-app approvals workflow at Carta, then set the vision for the broader approvals ecosystem that followed, a system that now handles the majority of approvals across the product.
Team & timeline