Simplify investor comms with a dedicated Investor Relations role

Authors:
Leah Rodriguez, Jordan Agnew

Read time:
1 minute

Published date:
July 18, 2025

Take control of your investor communications on Carta by assigning the new Investor Relations role to the right team members.

Eliminate confusion on investor relations responsibility

Found under the users and permissions company settings, we’ve created a new Investor Relations contact role for users handling investor-related tasks such as responding to RFIs, completing audit confirmations, sending updates, and receiving alerts when investors engage. With this role, your team stays organized, professional, and accountable, while your investors get faster, reliable, and more consistent responses.

Keep your investors advised on who to contact

Investors will see who their point of contact is while still being able to include their preferred contacts if needed. This eliminates ambiguity about who’s responsible on your team. If investors attempt to assign an external contact, someone with Full Access or Company Editor permissions will be notified to review and manage the request.

Note: All users with full access and editor access have default access to Investor Relations features.

Author: Leah Rodriguez
Leah Rodriguez is a Principal Product Marketing Manager based in Carta's New York office. She leads messaging and go-to-market strategy for the Middle Office product solutions and has previously supported the Corporations product, including fundraising and valuations.

Author: Jordan Agnew
Jordan Agnew is a Group Product Manager based in Carta's San Francisco office. He leads product for Carta's suite of Middle Office solutions. Previously he worked on launching Carta's QSBS product as well as some of the earliest investor products.