Made over sleepless nights powered by coffee. © Weinna Zheng 2026
Made over sleepless nights powered by coffee.
© Weinna Zheng 2025
PRODUCT THINKING
PRODUCT THINKING
ENTERPRISE SAAS
ENTERPRISE SAAS
WEB APP
WEB APP
DASHBOARD
DASHBOARD
Informing cashflow management for Fund of Fund managers
Informing cashflow management for Fund of Fund managers
through the capital activity dashboard on Carta's fund admin platform.
through the capital activity dashboard on Carta's fund admin platform.
Jan 2026 - Apr 2026
Jan 2026 - Apr 2026
Capital activity dashboard for
Fund of Funds
Capital activity dashboard for Fund of Funds
Timeline
Timeline
2 Months
Feb 2026 - Mar 2026
2 Months
Feb 2026 - Mar 2026
Role
Role
Product Design Intern
Product Design Intern
Team
Team
1 Product Designer (me)
1 Design Advisor
2 Product Managers
1 Product Designer (me)
1 Design Advisor
2 Product Managers
Responsibilities
Responsibilities
Scoping, Exploration, Research/Validation, Prototyping
Scoping, Exploration, Research/Validation, Prototyping
This was a 2-month project completed out of my 4-month co-op at Carta as a product design intern.
This was a 2-month project completed out of my 4-month co-op at Carta as a product design intern.
INTRODUCTION
Fund of funds are complicated structures. Capital activity involves complicated workflows.
Fund of funds are complicated structures. Capital activity involves complicated workflows.
So how can managers of Fund of Funds properly handle their capital?
Carta serves the private equity ecosystem by providing a robust fund administration platform. Fund managers log all of their fund’s activity on Carta and we help them keep track of performance, cash movement, and accounting.
However, there’s a special type of fund called a “Fund of Funds” — a fund that invests in other funds — and Carta had more trouble helping them, since the platform was not originally built around the way they operate.
But in Q1 2026, Carta decided to change that. We launched an updated product suite specifically for Fund of Funds — and I had the opportunity to design the updated capital activity dashboard as a product design intern.
ABOUT CARTA FUND ADMINISTRATION
ABOUT CARTA FUND ADMINISTRATION
Oops! The rest of this case study is still under construction.
For more details, feel free to contact me!
PRODUCT THINKING
FULL PLATFORM
WEB APP
IN-DEPTH
PRODUCT THINKING
ENTERPRISE SAAS
WEB APP
DASHBOARD
Informing cashflow management for Fund of Fund managers
through the capital activity dashboard on Carta's fund admin platform.
Jan 2026 - Apr 2026
Capital activity dashboard for
Fund of Funds
Capital activity dashboard for
Fund of Funds
Timeline
2 Months
Feb 2026 - Mar 2026
Role
Product Design Intern
Team
1 Product Designer (me)
1 Design Advisor
2 Product Managers
Responsibilities
Scoping, Exploration, Research/Validation, Prototyping
This was a 2-month project completed out of my 4-month co-op at Carta as a product design intern.
Oops! The rest of this case study is still under construction.
For more details, feel free to contact me!
INTRODUCTION
Fund of funds are complicated structures. Capital activity involves complicated workflows.
So how can managers of Fund of Funds properly handle their capital?
Carta serves the private equity ecosystem by providing a robust fund administration platform. Fund managers log all of their fund’s activity on Carta and we help them keep track of performance, cash movement, and accounting.
However, there’s a special type of fund called a “Fund of Funds” — a fund that invests in other funds — and Carta had more trouble helping them, since the platform was not originally built around the way they operate.
But in Q1 2026, Carta decided to change that. We launched an updated product suite specifically for Fund of Funds — and I had the opportunity to design the updated capital activity dashboard as a product design intern.
ABOUT CARTA FUND ADMINISTRATION