Do You Know the 5 Biggest Mistakes to Avoid!

Jeff Erickson of Carta: Building Relationships Virtually for Better Asks

Jeff Erickson is an Entrepreneur, Founder, CEO, and Director of Business Development at Carta, a leading software company that helps companies, investors, and employees manage their equity. 

Jeff founded a successful consumer goods company that was ranked number 138 on the Inc. 500 List of Fastest-Growing Companies. Prior to that, Jeff was a partner at Beanstalk Partners where he led the sales and business development activities, and also served as the Business Development Director for a venture-backed tech startup, where he developed a company's channel partner program. 

Jeff has a degree in Accounting and graduated magna cum laude from the University of Utah. After receiving his MBA in Finance from the University of Utah, he served as the Vice President of Investments for Century Financial Corporation.





Here’s a glimpse of what you’ll learn: 

  • Speed round with Jeff Erickson
  • Jeff shares how he chooses the best people for a mutually beneficial ask
  • Jeff talks about starting relationships virtually in the face of the global lockdown 
  • The impact of the pandemic on our ability to build relationships
  • Jeff shares his thoughts on how workplace culture will change as a result of the COVID-19 pandemic
  • How employers and employees can discuss their work set-up and turn it into a positive ask for both sides
  • Some of the best questions Jeff encountered that helps create a connection with potential partners
  • How Jeff decides who he says yes to


In this episode…

Business asks are unavoidable, but your ask will have a higher success rate if you look out for your partner’s interests and not focus solely on asking for favors. The question now is, how do you decide which partners are ideal partners for mutually beneficial asks? 

Jeff Erickson, Director of Business of Carta, says that it’s about figuring out what is in it for the partner and how you can build a mutually beneficial relationship that will last. It’s a challenging time for relationship building but it can be done, thanks to technology.

Join Stephanie Sims as she interviews Jeff Erickson on this episode of What’s Your Ask where they talk about mutually beneficial asks, building relationships over the internet, and the long term and future effects of the COVID-19 pandemic not just in work but in relationships as well. Stay tuned. 

Resources Mentioned in this episode

Sponsor for this episode...

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