Automated Preferred Return - Carta Release Notes - Product Updates

Automated Preferred Return

What's new?
Carta now supports automated preferred return waterfalls.

What’s valuable about this change?
If you have a preferred return hurdle, your Fund Admin team will automate and review waterfalls directly in the Carta app. These improvements enable us to process more complex calculations in real-time, resulting in faster book closures, more secure data entry and the ability to view fund metrics in the app as they happen.

What do I need to do?
No action is needed. Your teams will start to calculate this performance hurdle online immediately.

How do I learn more or get help?
Reach out to your account manager or talk to one of our representatives today.