Carta x Endowus Panel: Scaling with Discipline in SEA
The metrics that got you to Series A aren't the ones that will take you beyond it.
Investor scrutiny has sharpened across Southeast Asia. Revenue quality, CAC efficiency, and the finance-revenue relationship are now deal-defining. Yet most CFO-CRO partnerships are still built around different dashboards and different definitions of success.
Join us for a private evening, co-hosted by Endowus and Carta, with CFOs and senior finance leaders to explore what profitable growth actually looks like when you're building in SEA.
Scaling with Discipline Panel: How CFOs and Revenue Leaders Build for Profitable Growth
The era of growth-at-all-costs is over. Moderated by Marvin Coleby, Product Lead at Carta, this panel explores how finance and revenue leaders are partnering differently - aligning on revenue quality, CAC efficiency, and the metrics that actually matter to investors at Series A and beyond. Jeff Perry, Chief Revenue Officer at Carta brings the CRO lens: what GTM discipline looks like in practice, how he thinks about pipeline quality over volume, and what he sees the best finance-revenue partnerships doing. Dominic Ong, Chief Financial Officer at Endowus and William Chong, Chief Financial Officer at OSOME, anchors the conversation in the SEA operating reality — capital environment, regulatory constraints, and what "profitable growth" means when you're building in this region.
Agenda
5:00PM - 5:45PM - Registration & arrivals
5:45PM - 6:15PM - Scaling with Discipline in SEA Panel Session
6:15PM - 6:30PM - Live Q&A from the audience
6:30PM - 7:30PM - Networking with Drinks & Refreshments
Space is limited. RSVP to reserve your spot.
Please note: This is a private, invite-only event. Attendance is reserved for confirmed guests.
About Our Hosts
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
Endowus is Asia's leading independent wealth advisor and investment platform. With entities licensed by the Securities & Futures Commission of Hong Kong and Monetary Authority of Singapore, Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension (CPF & SRS in Singapore), helping investors – individuals, family offices, endowments, and institutions – grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees, through a personalised digital wealth experience.
By registering, you consent to being photographed or filmed at the event for use across the organizers' media channels. Personal data collected at registration will be used for event administration and post-event communications by Carta and Endowus only, and will not be shared with third parties.