We sit down with Jeff Perry, CRO at Carta, to explore how growth leaders redefine success when capital tightens, buyers get smarter, and AI reshapes cost structures. We unpack how growth has changed, why IPO-ready now means post-IPO durable, and how Carta scaled from a cap table tool to an ERP-like platform for private capital while staying efficient and customer-first. Jeff shares concrete tactics for moving upmarket, using AI wisely, and building teams that perform under pressure.
• redefining fast growth and IPO readiness in private markets
• evolving from SMB velocity to enterprise endurance
• expanding from cap tables to fund admin and private credit
• measuring meetings as a leading productivity indicator
• using curated events and customer proofs over vanity metrics
• aligning sales, marketing and product around shared pipeline
• adding K-1 tax and LP data products to deepen value
• AI as a force for 10x productivity, not headcount cuts
• disciplined acquisitions to accelerate the CFO ERP vision
• leadership choices: pausing sales, saying no when not ready
IPO dreams used to hinge on hitting 100 million ARR. That world is gone. Jeff takes us from Carta’s earliest days digitizing stock certificates to building a networked platform that now powers cap tables, fund administration, LP data, and private credit—an evolving ERP for the office of the private capital CFO.
We dig into the hard pivots after the 2021 surge: why “more capacity” stopped working, how meetings per AE became a reliable leading indicator, and where curated events and customer-led storytelling outperform saturated digital tactics. Jeff explains the move upmarket into venture and private equity, the new enterprise seller profile it requires, and the partnership with marketing to identify real switching intent. He also shares how acquisitions like Accelex and Sirvatus support an end-to-end vision across funds, LPs, and loan servicing.
AI looms large throughout. Jeff contrasts application-layer SaaS with AI-native companies carrying heavy compute costs, and why that bifurcation changes CAC, payback, and headcount plans. Rather than using AI to cut roles, he shows how Carta uses it to 10x productivity—accelerating RFPs, territory coverage, and performance workflows—while standardizing experiments so wins become reusable process. Along the way, we unpack bold leadership choices: pausing sales to protect implementation quality, and walking away from a marquee IPO transition when the product wasn’t ready.
If you care about efficient growth, enterprise GTM, and building products that compound value across a connected market, this conversation delivers practical playbooks and memorable lessons on performing under pressure. Follow, share with a teammate, and leave a quick review to help more operators find the show.
Jeff Perry: https://www.linkedin.com/in/jeff-perry-380233/
Jeff is a proven revenue superstar, whose career journey spans Oracle and DocuSign. Under his leadership as CRO at Carta, Carta’s annual recurring revenue scaled from approximately $20 million ARR to $450 million ARR. Jeff attended Santa Clara University where he received a B.S. in Political Science and where he also played NCAA baseball.

Website: https://www.position2.com/podcast/
Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/
Sandeep Parikh: https://www.instagram.com/sandeepparikh/

Email us with any feedback for the show: [email protected]