Crypto Custodian Integrations - Carta Release Notes - Product Updates

What's new?

We can automatically pull in crypto trades from custodians including Anchorage, Coinbase Prime, and Fireblocks which allows us to ingest all transactions in near real-time.

How does it work?

• For Crypto funds, their tokens must typically be held by a qualified custodian. By integrating directly with these custodians, we can ingest all transactions, similar to a bank feed, saving both our clients and fund admin team the effort of notifying each other about new trades.
• We're working towards a future where fund managers and fund admins no longer have to create complicated spreadsheets untangling crypto activity. Instead, we'll automatically import crypto transactions and classify them into accounting entries. Stay tuned as crypto accounting becomes more and more automated!

What do I need to do?

1. Let your fund admin know who your custodian is
2. Provide them a read-only API key from your custodian
3. Notify your admin of any non-custodial wallets your fund uses
4. We'll take care of the rest and get transactions flowing!

How do I learn more or get help?

Visit the resource center for more details

Alex Legault