Simplify investor comms with a dedicated Investor Relations role

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.

Contents

As your company grows, managing investor communications becomes increasingly important—and more complex. Investors expect timely, accurate updates and responses to requests like RFIs or audit confirmations.

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.

DISCLOSURE

This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. © 2026 Carta. All rights reserved. Reproduction prohibited.