Turn your investors into trusted partners with Carta’s Investor Relations tools

Author: The Carta Team
Read time: 2 minutes
Published date: February 27, 2025

Carta has launched new tools to help startups forge stronger relationships with investors, built on transparency and trust.

If you’re a founder or finance leader, building relationships with investors shouldn’t just be another item on your checklist—it should be at the heart of your long-term growth strategy. Beyond just cutting checks, engaged investors offer a competitive advantage. They can open doors, help you make connections, offer strategic insights, and back you when it’s time to raise again. But if they’re out of the loop, you could be leaving money on the table.

That’s why Carta continues to develop tools that make it easier for private companies to sustain effective investor relationships—all the way from pre-seed to exit. Whether you're actively fundraising or just want to keep your current backers engaged, Carta helps you build trust and momentum with investors.

Connect with investors on a centralized platform

When the information you share with investors is disorganized or fragmented, it sends the wrong signal. Carta integrates investor communications, cap table management, and fundraising tools, giving you a more streamlined and professional way to interact with investors.

With Carta’s Investor Relations hub, you can:

• Maintain a single source of truth for investor ownership information, contact details, and cap table data.
• Control what your investors see by managing access levels for groups and individuals.
• Respond to questions or requests for information without leaving investors waiting.

Raise confidence and capital with strategic updates

Investors have more confidence in startups that communicate openly and consistently. Carta helps you keep key stakeholders informed and invested in your company’s future.

You can leverage Carta’s Communications Center to:

• Share company updates and monitor engagement, with visibility into who has opened and read each message.
• Send pitch decks to prospective investors and track which pages they’ve viewed, so you can optimize your strategy before fundraising.
• Have two-way conversations in a secure environment to discuss diligence, financials, and progress with key stakeholders.

Soon, you’ll even be able to automatically pull financials into your investor updates by connecting your accounting system to Carta.

Securely share documents in a virtual data room

Current and potential investors often need access to company data and documents. However, sharing financials, operating agreements, and term sheets via email or third-party tools can lead to lost or unprotected information. This isn’t just an inefficient way to communicate, it’s also a security risk.

Carta’s Data Rooms provide a secure, controlled environment where you can:

• Store and share due diligence documents, including financial reports, term sheets, and investor decks.
• Set stakeholder access permissions to control who can open, download, or share specific files.
• Prevent outdated information by setting expiration dates on shared materials, ensuring investors always see the latest version.

The most trusted cap table and investor management platform in venture

Here at Carta, we know startups run on relationships. So we’ve built a strong foundation to help those relationships flourish. From idea to IPO, Carta is the most trusted cap table and portfolio management platform in venture—used by over 40,000 portfolio companies and 100,000 investment firms globally.

The Investor Relations Hub will be available for free on Carta Launch (for early-stage founders) and in all corporation cap table plans .

Build trust and confidence with your investors on Carta

Communicate with investors, share documents, and manage cap table access—all on a single, secure platform.

Learn more

Author: The Carta Team

Carta's best-in-class software, services, and resources are designed to promote clarity and connection in the private capital ecosystem. By combining industry experience with proprietary data and real customer stories, our content offers expert guidance and clear, actionable insights for companies and investors.