product-updates/
224 pages · Updated July 21, 2026
Pages
- SAFEs, now automated on Carta | Carta
- Take the first step to faster K-1s
- Custom reporting for complex fund requirements
- Prioritize investor communication easily
- Introducing Automated Money Movement | Carta
- New Views in Visual Accounting to Track Status and Carry
- New ways to forecast, benchmark, and optimize your comp strategy
- Introducing Single Sign-On (SSO) for company admins
- Custom SAFE agreements | Carta
- Introducing Carta Carry: The First Mobile App for Fund Administration
- A better way to manage ISO/NSO splits
- index-2.html
- SAFE Insights tool | Carta
- Waterfall modeling for private equity firms and private companies | Carta
- Protect your fund and stay compliant with KYC as a service
- Clear intercompany balances with a cross-entity view
- Integrate Investments Data & Streamline Monitoring with Fund Forecasting by Carta
- Your General Ledger Cash Flow Data, Integrated with Fund Forecasting
- Use Firstbase to Automatically Create a Cap Table on Carta Launch | Carta
- Introducing Carta Total Comp | Carta
- Get to your fund admin daily priorities faster
- Carta Total Compensation Data Reports | Carta
- Carta 409A valuations for late-stage, private companies
- Corporate Transparency Act (CTA) Compliance for Startups | Carta
- Simplify investor comms with a dedicated Investor Relations role
- Introducing the Carta Developer Platform | Carta
- Visual Accounting: See the flow of capital in real time
- Partnership with Assemble Simplifies Compensation Planning | Carta
- Introducing Carta’s fundraising suite | Carta
- Deal Closings | Carta
- Carta Partners with Compound for API Integration | Carta
- Turn Investors into Partners with Carta’s Investor Relations Tools
- Introducing International Compensation Data | Carta
- Liquid RSUs: A New Equity Paradigm for Private Companies | Carta
- Carta integration with Stripe Atlas helps founders fundraise faster | Carta
- Give the gift of clarity: Express K-1s
- Manage Your Equity Pool with Carta’s New Hire Equity Forecast Report
- Orchestrate Complex Expense Allocations with Confidence
- Automated Custom Capital Call Notices with Dynamic Templates
- Allow multiple users to collaborate on LP closings
- New Communication Center Streamlines Communications for Startups
- Centralize your ManCo accounting and budgeting
- Carta's 409A valuation practice
- Modernizing 409A valuations for early-stage companies
- We made closings even easier for LPs | Carta
- Firm overview dashboard | Carta
- Manage fundraising end to end and stay aligned with your LPs
- Automated deal pro forma modeling for lawyers & founders | Carta
- Fast SAFE fundraising | Carta
- Streamlined capital calls | Carta
- Carta Partners with Cooley for API Integrations | Carta
- How Carta does board consents
- Keep an eagle eye over shared expenses
- Enhance Your Chart of Accounts with Custom Reporting Tags
- Watch expense transactions flow directly into your general ledger
- 83(b) Elections for Founders | Carta
- Introducing QSBS Attestation
- Carta & Morgan Stanley at Work Announce Streamlined IPO Solution
- FAQ: How Carta can help with your M&A
- Better Valuations with Complex Waterfalls and Tracebacks
- Multi-Entity Waterfalls for PE Deal Structures
- How Carta Uses Machine Learning for Compensation Benchmarks
- The Carta 409A Valuation Process | Carta
- Carta SPVs: An Offering That Drives Accuracy and Efficiency for UK Investors
- New Tools for UK, European, and Australian Equity Management
- The next era of compensation management with Carta + Rippling
- Scenario modeling for startup investments | Carta
- Expanding Carta Total Compensation to Non-Carta Customers
- Integrate your HRIS with Carta
- Agentic cash reconciliation and SOI tagging for Fund Admin
- A new way to make faster, smarter decisions with your fund data
- Building Fund Admin | Carta
- Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
- Automated, investor-ready tear sheets
- Streamline the audit confirmation process
- Real-time carry visibility for GP members
- Real-time updates for your returns this tax season
- AI-enabled portfolio data collection for faster valuations
- Keep all your fund documents organized and searchable—in one place
- Streamline Carry Distribution with Automated Calculations
- Build custom valuation reports from your Data Warehouse
- Document Intelligence for SPAs
- Carta CRM Plugin
- Carta Investors Plugin
- Query capital activity directly in the Data Warehouse
- Carta Total Compensation Data is Now Available in Claude
- Run Your ManCo Budget with Claude for Excel
- Ramp Bill Pay and Reimbursements Now Sync to Carta
- Run Your Fundraise End to End with LP CRM
- Portfolio Data You Can Trace to the Source
- Source and Close Deals Faster with Deal CRM
- Run Waterfalls and Exit Scenarios with Claude
- Run Fund of Funds with Full Look-Through
- Send Carta CRM Campaigns with Live Relationship Data
- Portfolio Holdings Are Now Interactive in Claude
- Share Tax Estimates with Your LPs Every Quarter
- Query your documents and attached files directly from Carta CRM
- Carta Cap Table Plugin
- The first end-to-end operating system for Fund of Funds
- Generate Custom Reports with the Cap Table Plugin
- Visualize LP exposure, for unprecedented control
- Why We Built Carta Launch
- File fund and SPV Taxes with Carta
- What to look for in a 409A provider
- Fund administration for the 21st century | Carta
- Building the ERP for Private Capital: Carta Product Roadmap 2026
- One-To-May Reporting in Data Collection
- Rewiring Carta Fund Admin in the era of AI
- Software for the Private Equity Fund CFO
- What's New in Product | Carta's Product Update Center
- New from Carta: The Most Efficient Way to Manage Your Portfolio
- Carta + Deel partner on international exercises | Carta
- Carta partners with Vouch to automate insurance for startups
- Introducing Single Sign-On (SSO) for company admins
- Get a unified portfolio view with the Investments Dashboard
- New ways to forecast, benchmark, and optimize your comp strategy
- Visualize complex fund structures with the Entity Map
- Turn Investors into Partners with Carta’s Investor Relations Tools
- Enhance Your Chart of Accounts with Custom Reporting Tags
- Introducing QSBS Attestation
- Corporate Transparency Act (CTA) Compliance for Startups | Carta
- Your General Ledger Cash Flow Data, Integrated with Fund Forecasting
- Watch expense transactions flow directly into your general ledger
- Visual Accounting: See the flow of capital in real time
- New Views in Visual Accounting to Track Status and Carry
- Orchestrate Complex Expense Allocations with Confidence
- Simplify investor comms with a dedicated Investor Relations role
- Carta & Morgan Stanley at Work Announce Streamlined IPO Solution
- Custom Tear Sheets with AI-Generated Commentary
- Introducing Carta’s fundraising suite | Carta
- Take the first step to faster K-1s
- Custom reporting for complex fund requirements
- SAFEs, now automated on Carta | Carta
- Prioritize investor communication easily
- Deal Closings | Carta
- Protect your fund and stay compliant with KYC as a service
- Real-time carry visibility for GP members
- Automated, investor-ready tear sheets
- Streamline the audit confirmation process
- Streamline Carry Distribution with Automated Calculations
- Keep all your fund documents organized and searchable—in one place
- Centralize your ManCo accounting and budgeting
- Introducing Carta Total Comp | Carta
- Liquid RSUs: A New Equity Paradigm for Private Companies | Carta
- Automated deal pro forma modeling for lawyers & founders | Carta
- Introducing Automated Money Movement | Carta
- Keep an eagle eye over shared expenses
- Real-time updates for your returns this tax season
- Carta 409A valuations for late-stage, private companies
- Manage fundraising end to end and stay aligned with your LPs
- Use Firstbase to Automatically Create a Cap Table on Carta Launch | Carta
- Building the ERP for Private Capital: Carta Product Roadmap 2026
- Rewiring Carta Fund Admin in the era of AI
- Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
- Integrate your HRIS with Carta
- Waterfall modeling for private equity firms and private companies | Carta
- Firm overview dashboard | Carta
- Scenario modeling for startup investments | Carta
- We made closings even easier for LPs | Carta
- Carta Total Compensation Data Reports | Carta
- Simplify capital calls with automated contributions
- Fund administration for the 21st century | Carta
- Fast SAFE fundraising | Carta
- Visualize LP exposure, for unprecedented control
- Why We Built Carta Launch
- Custom SAFE agreements | Carta
- Source and Close Deals Faster with Deal CRM
- Run Your ManCo Budget with Claude for Excel
- Ramp Bill Pay and Reimbursements Now Sync to Carta
- Run Waterfalls and Exit Scenarios with Claude
- Run Your Fundraise End to End with LP CRM
- Integrate Investments Data & Streamline Monitoring with Fund Forecasting by Carta
- Query your documents and attached files directly from Carta CRM
- Generate Custom Reports with the Cap Table Plugin
- SAFE Insights tool | Carta
- Portfolio Holdings Are Now Interactive in Claude
- Send Carta CRM Campaigns with Live Relationship Data
- Give the gift of clarity: Express K-1s
- Carta Investors Plugin
- Query capital activity directly in the Data Warehouse
- Introducing International Compensation Data | Carta
- Streamlined capital calls | Carta
- New from Carta: The Most Efficient Way to Manage Your Portfolio
- Manage Your Equity Pool with Carta’s New Hire Equity Forecast Report
- Get to your fund admin daily priorities faster
- Agentic cash reconciliation and SOI tagging for Fund Admin
- Clear intercompany balances with a cross-entity view
- Multi-Entity Waterfalls for PE Deal Structures
- Better Valuations with Complex Waterfalls and Tracebacks
- Build custom valuation reports from your Data Warehouse
- How Carta Uses Machine Learning for Compensation Benchmarks
- Introducing the Carta Developer Platform | Carta
- The Carta 409A Valuation Process | Carta
- The next era of compensation management with Carta + Rippling
- Partnership with Assemble Simplifies Compensation Planning | Carta
- Carta SPVs: An Offering That Drives Accuracy and Efficiency for UK Investors
- Carta CRM Plugin
- New Tools for UK, European, and Australian Equity Management
- Carta Total Compensation Data is Now Available in Claude
- Carta's 409A valuation practice
- Modernizing 409A valuations for early-stage companies
- Building Fund Admin | Carta
- A new way to make faster, smarter decisions with your fund data
- How Carta does board consents
- Allow multiple users to collaborate on LP closings
- Automated Custom Capital Call Notices with Dynamic Templates
- FAQ: How Carta can help with your M&A
- Carta Partners with Compound for API Integration | Carta
- Carta integration with Stripe Atlas helps founders fundraise faster | Carta
- Carta Partners with Cooley for API Integrations | Carta
- New Communication Center Streamlines Communications for Startups
- AI-enabled portfolio data collection for faster valuations
- Software for the Private Equity Fund CFO
- File fund and SPV Taxes with Carta
- What to look for in a 409A provider
- Carta Cap Table Plugin
- Document Intelligence for SPAs
- 83(b) Elections for Founders | Carta
- Portfolio Data You Can Trace to the Source
- What's New in Product | Carta's Product Update Center
- Share Tax Estimates with Your LPs Every Quarter
- One-To-May Reporting in Data Collection
- Expanding Carta Total Compensation to Non-Carta Customers
- Run Fund of Funds with Full Look-Through