Build trust and manage investors with confidence

Unlock future funding and growth opportunities for your startup by building stronger relationships with your investors.

Keep investors engaged in your startup’s success

Investors back founders who are transparent and engaged, offering not just capital but strategic support. With Carta, you can easily share updates, respond to requests, and securely manage access to key documents—all in one place.

Manage all investor communications in one centralized location

Easily view investors and their ownership percentages on your cap table. Respond to requests, manage cap table access, and send updates—all from the Investor Relations hub.

Provide the right access to the right people

Have full control over what information your stakeholders see. With Carta, you can easily set and manage access in bulk or by individual and by access level.

Securely share sensitive documents

Share financial, legal, and other due diligence documents in a secure virtual data room. Control access and protect your data with advanced permission and expiration options.

Take the guesswork out of investor updates

Using the Communication Center gives you a record of what you’ve sent investors and tells you whether they’ve read it. Plus, you can set an expiration date on your messages to reduce the chance of incorrect or outdated information being viewed.

My investors now know that when I raise more money, I’ll keep them in the loop. It’s easy for them to get critical information. As my company’s growing, they see the portfolio changing live—without me having to do anything. And I know, when I’m raising the next round, that this part is taken care of. I feel so secure with Carta’s platform.

Diana King
Founder, Day Trippers](https://fund-forecasting@carta.com/customer-stories/day-trippers/?ir=c_investorrelations_quote)

Make investor updates a strategic advantage

Proactively manage investor communications, securely send due diligence docs, and manage cap table access.

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