Chad Willbur
About Chad Willbur
Chad Willbur serves as the Vice President of the Equity Platform at Carta, where he has worked since 2019. He has extensive experience in financial analysis, valuation, and corporate finance, having held various roles at Quist - Valuation Services and other companies over the years.
Current Role at Carta
Chad Willbur currently serves as Vice President of the Equity Platform at Carta, a position he has held since 2019. In this role, he leads teams responsible for various functions, including valuation, financial reporting, employee equity advisory, QSBS attestation, capital call credit lines, and portfolio company data collection and aggregation. His extensive experience in operations and strategy within Carta's framework contributes to the company's mission of simplifying equity management for businesses.
Previous Experience at Carta
Before his current role, Chad Willbur held multiple positions at Carta. He served as Vice President of GTM/Operations/Product focusing on Valuation from 2017 to 2018 and as Vice President of GTM/Operations/Strategy/Product in Investor Services from 2018 to 2019. His contributions during these tenures helped shape Carta's operational strategies and product offerings, enhancing the company's service delivery in the equity management space.
Career Background at Quist - Valuation Services
Chad Willbur has a significant history with Quist - Valuation Services, where he worked in various capacities over an 11-year period. His roles included Senior Vice President of Product Strategy, Vice President of Operations, and Director of Operations. His tenure at Quist involved overseeing operations related to venture capital and private equity, as well as financial analysis and valuation services. This experience laid a strong foundation for his future roles in equity management.
Education and Expertise
Chad Willbur earned his degree from the University of Colorado Boulder, where he studied from 1995 to 1999. He possesses a comprehensive understanding of all stages of company development, from startup operations to public offerings. His expertise encompasses financial analysis, valuation, budgeting, accounting, and corporate finance, making him a valuable asset in the financial services sector.
Advisory Role at VirtuEd
In addition to his work at Carta, Chad Willbur served as a Board Member and Advisor at VirtuEd from 2021 to 2023. In this advisory capacity, he provided strategic insights and guidance, leveraging his extensive background in finance and operations to support the organization's objectives and initiatives.