3 weeks ago6/25/2026

AI-Assisted Wire Account Creation

Say goodbye to manual data entry—our new AI-Assisted Wire Account Creation feature uses advanced automation to handle the heavy lifting for your wire setups.

Why is this valuable?

Managing your banking details should be effortless. With AI-Assisted Wire Account Creation, you no longer have to struggle with cross-referencing messy wire instructions, guessing how to map nuanced data points to Carta's wire form, or entering the information manually.

With this new feature, you can simply upload your bank's wire instructions in PDF or image formats, and let our system handle the rest:

• Automated Data Extraction: Our system instantly extracts the relevant financial information and pre-populates the appropriate fields for you.
• Eliminate Manual Errors: By removing the need for manual data entry, this feature prevents typos, missing fields, or formatting mistakes before they cause processing delays.
• Streamlined Workflow: Complete your wire account setup with significantly greater speed, ease, and confidence.

AI Wire Account Creation

Who is this available for?

AI-Assisted Wire Account Creation is now available to all Fund Administration clients and their investors. To get started, simply navigate to your Payment Settings section and upload your bank's wire instruction document to see the auto-population in action.

Sanida Carroll

a month ago6/5/2026

Spousal Consent through Fillable Templates now live

In several states (such as California, Texas, and Washington), any assets acquired during a marriage are generally considered owned 50/50 by both spouses.

Without this form, a company faces several risks:

• Divorce Complications: If a couple divorces, a judge might award half of the equity to the ex-spouse. The company doesn't want an "accidental" shareholder who isn't an employee or who might be hostile to the business.
• Transfer Restrictions: Most equity agreements have "Right of First Refusal" (ROFR) or specific transfer restrictions. A spouse who hasn't signed the agreement might claim they aren't bound by those rules.
• Voting Rights: The company wants to ensure that the voting power remains with the person actually involved in the business.

The spousal consent can be a separate document, but it is almost always bundled within the same "package" as the grant agreement, as an attachment or an exhibit.

While the Grant Agreement is the contract between the holder and the company, the Spousal Consent is a side-agreement between the spouse and the company.

How do I use it?

To get started, navigate to Essentials > Manage Equity > Vesting and securities templates.

Once there click on Create document set.

Choose the security type > add the template name > provide the the file and click next.

Wait for a moment while Carta's AI reads the document and places the variable on all the right places.

Once done, make sure that spousal consent related fields are selected. This is key for the spouse to be able to sign the document through Carta.

While reviewing you can click on each page of the document and see how it will look like

Once ready, click****Save document set below.

Once the holder accepts the security through Carta, they will be able to add their spouse information.

Add spouse information.

Accept the security.

Once that's done, the spouse will get a one time login via email.

They will then fill out their information, as it was added to the document set.

Finally, once that's done, the holder gets an email confirming their spouse has finished signing the document via Carta.

Who is this available to?

Fillable templates are available to all company admins on Carta.

Eduardo Bacil Monteiro Dias

a month ago6/1/2026

In-app Securities Account Collection

We’re excited to announce the launch of In-app Securities Account Collection, designed to streamline your next in-kind distributions with enhanced security.

Why is this valuable?

Managing in-kind distributions just got a lot easier. With In-app Securities Account Collection, you can now give your investors a secure, self-service portal to submit and manage their securities account details directly within Carta.

• Investor Self-Service Experience: Your investors get a secure, guided workflow to input and manage their securities account details directly through their Carta profiles, completely eliminating tedious email chains and messy shared folders.
• Built-In Data Validation and Encryption: Sensitive investor data remains secure inside Carta's centralized, encrypted platform. Plus, built-in data validation instantly verifies 4-digit DTC numbers and account formats during setup, preventing errors before they delay settlements.
• Full Traceability Through Data Export: You can now easily track completion status and instantly spot which investors have not yet provided their transfer instructions. You can export a unified list of investor-submitted details before the distribution begins, giving your team complete traceability and peace of mind that nothing is missing.

Who is this available for?

In-app Securities Account Collection is available to all Carta Fund Administration clients and their investors. To get started, invite your investors to log in and self-submit their securities transfer instructions directly in Carta by following the steps in this video:

In-app Securities Account Collection Demo

Once your investors have submitted their securities account details, you can easily export their instructions by navigating to your fund entity’s Partners tab > Export > Export securities accounts.

How do I learn more?

You and your investors can learn more about this feature in our detailed guide within the Carta Support Center.

Sanida Carroll

4 months ago3/2/2026

New: Biometric KYC Verification

We’re excited to announce the release of Biometric KYC Verification, making it significantly easier and faster for LPs to complete their Know Your Customer (KYC) tasks on Carta.

Why is this valuable?

Move from setup to capital deployment faster. Traditional KYC is a manual hurdle that creates friction for LPs and delays onboarding. This update replaces legacy data entry with a biometric-first workflow—eliminating administrative overhead while ensuring the highest level of data integrity and compliance.

What’s new?

• Instant identity verification: Individual LPs can now verify their identity by scanning a government ID using their desktop or mobile phone—replacing a manual process with a streamlined flow completed in just minutes.
• Simplified data requirements: For US Investor KYC Due Diligence, we have removed redundant fields to further simplify the process for LPs
• Mobile-first flexibility: Investors can instantly transition from desktop to mobile via QR code to capture high-resolution ID photos, ensuring a higher success rate and faster approvals.

This is available for all Individual entity types across all Investor Services KYC Due Diligence products in all jurisdictions.

How do I use it?

1. Enter KYC: Start the KYC process either within the Subscription Documents or Identity Verification task.
2. Choose a method: Upload a photo of a government ID or scan the provided QR code to take a photo of the ID.
3. Submit: Complete the task in a fraction of the time compared to legacy manual forms.

Anything else I need to know?

• Existing tasks: LPs who have already started a KYC task will continue with the current form to ensure their progress is not interrupted.
• Manual fallback: If an ID cannot be verified automatically, users will be prompted to try again or can choose to fill out the information manually to ensure no one gets stuck.

Samantha Widman

7 months ago12/18/2025

New: Intercompany Balances View

We're excited to introduce Carta's Intercompany Balances view, a relationship-centric dashboard for tracking obligations across your firm.

Whether you need to track reimbursements to the management company, fund-to-fund balances, or other intercompany liabilities, you now have centralized oversight.

Why is this valuable?

Firms often struggle with reconciling due-to and due-from balances across entities like funds, their management company, SPVs, and GP entities. The Intercompany Balances view improves your firm-wide visibility and operational efficiency with a unified, entity-level view.

Within each entity in Carta, you can instantly check outstanding balances across related entities in the firm. This enables:

• Firm-level Clarity: Easily see net amounts due-to and due-from a primary entity and all related entities.
• See What Ties Out: Balances are automatically categorized as "Settled," "Ready to Settle," or "Pending Review” so you immediately know what’s actionable.
• Visibility into Available Cash: Confirm sufficient funds are available for settlement with a real-time view of entity bank balances.
• Audit the Underlying Journals: Quickly dig into entities’ trial balances for deeper review of intercompany accounts and journal details.

Coming Soon: Bulk Settlement

The Intercompany Balances view is just the first step. We are actively building the next phase, which will allow you to settle multiple balances in a single workflow.

Who is this available for?

This feature is available to all Fund Admin customers.

How do I learn more?

For more information on the Intercompany Balances view, check out this detailed walkthrough.

Sam Engel

8 months ago11/17/2025

New: Data Explorer

We’re excited to announce the release of Data Explorer, which offers Carta Fund Administration customers a centralized hub to query, analyze, and export your fund and portfolio company data.

Why is this valuable?

Insights and reporting are often siloed, manual processes that are not integrated into your existing data ecosystem, leading to data freshness, quality, and integrity issues. This release centralizes and streamlines reporting across the Carta platform and turns your data into a strategic advantage. With Data Explorer, you'll access the following benefits:

• Get full visibility: View consolidated data across every fund and SPV in one place for faster insights generation.
• Create custom reports: Build pivots, dashboards, and visualizations tailored to your needs—no spreadsheets required.
• Benchmark performance: Instantly compare your fund metrics against peers by vintage and AUM.
• Automate data extraction: Easily connect Carta’s data pipeline to your existing systems via a Snowflake secure data share or API-based connector.

Who is this available for?

This is available for all Carta Fund Administration customers. To get started:

1. Login to your Carta account and navigate to Tools & Services > Data explorer.
2. Access curated dashboards based on common reporting use cases.
3. Reference our data dictionary for comprehensive table and field definitions.
4. Click New > question to initiate a custom query and save it to your personal collection or add to a dashboard.

How does it work?

Release notes recording

How do I learn more?

For more details, visit our detailed guides in the Carta Support Center.

Leah Rodriguez

8 months ago11/7/2025

Automated Money Movement (AMM) for Distributions

We’re excited to announce that Carta’s Automated Money Movement (AMM) now supports distributions, providing a smoother experience for you and your investors whenever it’s time to distribute returns.

Why is this valuable?

Distributions are an opportunity to strengthen your investors' trust and celebrate milestones together. This release makes your distributions easier to execute and provides timely, transparent payments to investors. With AMM for Distributions, you'll benefit from:

• Streamlined Workflow: Approve a single lump-sum wire in your bank portal—eliminating the need to review and approve dozens or hundreds of individual wires. Our solution handles disbursements to individual investors.
• Real-Time Tracking: Get full visibility into your distribution progress with real-time status directly in Carta, along with email confirmations for investors and summary notifications for your team.
• Timely Operations: Send prompt distributions to your investors and get up-to-date financial reporting by automating key steps of the distribution process.

Who is this available for?

This is available for all Carta Fund Admin customers. To get started:

1. Complete the KYC Due Diligence task on the Carta platform.
2. Notify your Carta fund administration team that you’d like to enable AMM for Distributions.

How does it work?

Automated Money Movement for Distributions FNL (1).mov

How do I learn more?

For more details, visit our detailed guide in the Carta Support Center.

Sam Engel

8 months ago11/6/2025

New: Integrated Budgeting Engine for Management Company Administration

We're excited to introduce Carta's integrated budgeting engine, which is built on and stays connected to your actuals.

Management company budgets often get set and forgotten. Disconnected from accounting systems and requiring manual updates, budgets tend to drift from actuals, quickly becoming outdated and outliving their usefulness. We’re changing that.

Why is this valuable?

The integrated budgeting engine transforms your budget from a manually maintained necessity to a connected strategic planning tool. Built directly into your management company, it enables:

• Budget Generation: Create a baseline annual budget in minutes using your historical spend and management fee schedules
• Bulk Editing: Update budgets inline and by applying bulk changes, including splitting annual amounts across months and adding a budget buffer percentage for expense categories
• Edit History: See an audit log of who made edits, what they changed, and when
• On-demand Budget Refresh: Run fresh budget recommendations with the latest data, whenever you want

Who is this available for?

This feature is available for all customers with Carta’s Management Company Administration add-on.

How does it work?

Mgmt Co Budget Demo

How do I learn more?

For more information on the integrated budgeting engine, check out this detailed walkthrough or reach out to your Carta Fund Admin team.

Sam Engel

9 months ago10/14/2025

GP Quick Action Tool for New Investments

We are excited to share a new feature that gives you more control and speed when managing your portfolio. You can now book new investments directly on your Schedule of Investments (SOI), bypassing the need to contact our team for basic updates.

This new tool is a major step in our effort to open up previously internal processes and give you more control and flexibility over your data, making your operations faster and more efficient.

What’s new?

GPs can now use the new investment booking tool to independently add and update new investments to the Schedule of Investments. The tool supports all major asset classes, covering over 90% of use cases, including:

• SAFEs
• Preferred & Common Equity
• Convertible Promissory Notes
• Fund Investments

Why is this important?

This feature will streamline your experience, with three key benefits:

• Faster updates: No more waiting for back-and-forth emails. Book investments instantly, right from your dashboard
• Full control: Update your SOIs whenever you need to, 24/7
• Audit-ready records: Easily upload supporting documents and ensure your data is accurate and up-to-date

How does it work?

Booking a new investment is simple.

1. From your Dashboard or SOI, select “Make New Investment.”
2. Choose the relevant fund
3. Enter the investment and asset details
4. Provide wire request information, if applicable
5. Upload your investment documentation
6. Submit

How do I learn more?

Contact your Account Manager or Fund Admin team to learn more.

9 months ago10/6/2025

LP Wire Dashboard

What's new?

Carta's new LP Wire Dashboard provides centralized visibility of your LPs' wire instructions. You can easily track changes to LP wire instructions and ensure completeness and accuracy with a comprehensive view of payment details across all funds.

Whether you're preparing for a distribution, conducting wire confirmations, or ensuring compliance with your firm's ongoing audit requirements, you now have a single source of truth for all LP wire instruction data across your entire firm.

How does it work?

Access the LP Wire Dashboard by navigating to the Partners tab and selecting "Wire Instructions" to see the new experience.

Centralized wire instruction oversight

• View all LPs' wire instructions across every fund in your firm in one consolidated dashboard
• Identify LPs with missing or outdated wire instructions at a glance
• Sort the columns to view which LP wire instructions have changed or been confirmed by the LP recently.
• Use the Entered by column to have Audit visibility into who changed or confirmed the wire instructions.
• Filter LPs based on specific criteria like missing instructions, recent updates, confirmation status or by fund.
• Ensure compliance with internal control processes that require additional steps to be taken to verify wire instructions when changes occur.

View Details and Export

• View the details of the LP’s complete wire information by clicking the View Details button on the far right of the table.
• Export reports with the wire instruction status across all entities.

Spencer Holton

9 months ago9/29/2025

KYC AML Dashboard

What’s new?

Carta’s new KYC AML Dashboard provides greater visibility and control of your investor KYC (Know Your Customer) checks. It allows you to easily track requests and keep on top of KYC progress with a visual summary and details for each LP. Here’s how it works:

1. Initiate and track progress

• Invite LPs to complete KYC, including prospective LPs who are not on your Partners Dashboard, and standalone KYC checks outside of Fund Closings
• Remind investors to submit their KYC information and keep things moving
• Monitor status updates and key dates, including when KYC was last updated for an investor, and the results of daily watchlist screenings

2. Consolidate KYC tasks across entities

• Manage results for investors in multiple entities
• See investor KYC checks across jurisdictions in one place
• Ensure regulations are followed with data collection based on the entity’s country of domicile

3. Download results

• Export summary reports for an overview of investor KYC results across all entities
• Export Customer Due Diligence (CDD) reports for individual investor KYC results including risk scores that explain how a verdict was reached

What’s important about this change?

Traditional KYC providers and methods offer GPs very limited visibility into the process. GPs often don’t know how a KYC check is progressing or when it will be complete, and aren’t told why a certain verdict was reached. The KYC AML Dashboard transforms the experience of managing KYC for a fund, whether you’re onboarding LPs for the first-time or running periodic reviews.

How does it work?

To learn more, browse our support articles about Carta’s KYC services or read our guide to KYC compliance.

See the product in action in this interactive demo:

KYC at Carta

A

KYC AML Dashboard

Learn how to stay on top of your KYC/AML program throughout your fund's lifecycle with Carta

Get Started

N.B. Carta’s KYC solution supports, but does not constitute, an AML program.

Samantha Widman

10 months ago9/22/2025

Fund admin dashboard spotlight

What’s new?

Spotlight is a new section on the Carta fund admin dashboard. It’s designed to sort and surface your most important workflows, starting with capital calls and distributions.

What’s important about this change?

Before Spotlight, it wasn’t always clear what needed your immediate attention upon logging into Carta, and key updates such as the status of active capital calls were not shown on the dashboard.

Now, your urgent work is surfaced on Spotlight as soon as you log in. Spotlight also consolidates activity across multiple entities, helping you save time and stay aware of priority tasks.

How does it work?

If there is relevant activity on your account, it will appear in the Spotlight section of your dashboard. Each item is displayed as a clickable tile. Simply click on a tile to go directly to the page you need.

Spotlight currently displays:

• Capital call approvals that need your review.
• Updates on active workflows as they progress such as capital calls and distributions.

Dashboard Spotlight for Carta Fund Admin

A

New feature: Spotlight

Spotlight sorts and surfaces your most important account activity so you can stay on top of deadlines.

Explore

10 months ago9/15/2025

New: Introducing Company Financials Integration for Carta Fund Forecasting

Carta Fund Forecasting now integrates directly with Carta Data Collection, allowing you to automatically sync portfolio company financials and KPIs from into your Fund Forecasting KPI Manager module. This streamlines data collection, improves data quality, and lets you immediately leverage Carta Fund Forecasting’s analytics, modeling, and reporting capabilities.

Why is this valuable:

The end-to-end flow between Carta Data Collection and Fund Forecasting simplifies the recurring process of requesting and maintaining portfolio company financials. Our team partners with you to gather and organize everything using a streamlined workflow in Data Collection, then keeps it in sync with Fund Forecasting.

This enables you to:

• Rely on financials and KPIs in Carta Data Collection as the source of truth; updates automatically sync in Carta Fund Forecasting.
• Analyze metrics over time by company and by KPI with flexible charts and visualizations.
• Build custom formulas, compute valuation multiples, and uncover deeper insights.
• Customize and deliver on tear sheets and reports focused on financials and KPIs.

Who is this available for:

This integration is available for all joint Carta Data Collection <> Fund Forecasting customers.

Reach out to your Carta Fund Forecasting account manager or fund-forecasting@carta.com for any questions.

How does it work:

How do I learn more?

Support Article: Company Financials Integration with Carta Fund Forecasting.

Watch the Q3 2025: What's New, What's Next Webinar recording

Nathania Fuad

11 months ago8/5/2025

ILPA-compliant​​ notices for partner-level reporting

What’s new?

Partner-level ILPA notices are now available on Carta, making ILPA reporting faster, easier, and more reliable. With this update, you can generate, review, and distribute ILPA notices directly within Carta, at the same time as standard capital call and distribution notices.

What’s important about this change?

For firms, preparing ILPA-compliant notices for LPs is often an additional task alongside standard notices. It can require multiple software tools and manual efforts to book activity and prepare the outputs, adding time and complexity to a firm’s reporting workload.

On Carta, ILPA notices are now automatically generated and distributed at the same time as standard notices, streamlining the process for firms and ensuring all LPs receive them simultaneously.

How does it work?

1. Ask your Carta team to switch on ILPA reporting for your fund
2. Request a capital call or distribution following the standard workflow
3. Review the ILPA-formatted notices in the app alongside the standard notices
4. Once approved, the appropriate notices are distributed to your LPs

a year ago7/17/2025

Enhancements to the Carta Fund Forecasting <> Investments Integration

We’re excited to announce a major refresh of the Carta Fund Forecasting <> investments integration that offers enhanced customization and greater control. With a redesigned integration review flow and an upgraded data sync powered by Carta's Schedule of Investments (SOI), these updates make it easier than ever to build and maintain accurate historical performance cases in Carta Fund Forecasting.

What's New:

1. Enhanced Integration Review Flow:

• Choose what to keep: Selectively retain investment events already in Carta Fund Forecasting, and decide which financing rounds to sync from Carta.
• Clear visibility: Carta-sourced data includes distinct branding and color-coding, giving you clarity on where your data comes from
• Full control: All synced data remains fully editable in Carta Fund Forecasting after import. You can also

2. SOI Driven Integration (for Carta Fund Admin <> Fund Forecasting customers):

• Improved accuracy: For any portfolio company with a cap table in Carta, we now anchor investment data directly from the Statement of Investments (SOI).
• Enriched context: SOI data is enhanced with Carta’s complete cap table information to ensure (1) accurate ownership calculations across events and (2) inclusion of non-participating rounds

How do I learn more?

Carta Fund Forecasting: Support Article

Anything else I need to know?

Specific user and firm permissions are required for integration setup — learn more here.

Coming Soon:

Non-Carta investments tracked on the Schedule of Investments will be available in Q4.

Nathania Fuad

a year ago7/15/2025

Multi-party Collaboration in Closings

What's new?

We've enhanced Carta Closings to support sophisticated investors and streamline the fundraising process with multi-party collaboration. This major update transforms Closings from a single-user experience into a collaborative platform where multiple LP contacts can access and complete the subscription process simultaneously.

With multi-party, GPs can share access to multiple contacts, including themselves, and LPs can invite multiple contacts (e.g. wealth advisors, lawyers, colleagues, additional signatories) to help complete their subscription documents—all while maintaining complete visibility and control.

Why is this important?

For sophisticated investors, completing subscription documents often requires input from multiple parties—financial advisors, legal counsel, authorized signatories, and others. Previously, this coordination happened offline through countless emails and document sharing, creating friction and delays.

While individual investors can easily complete forms themselves, larger institutional investors and more sophisticated LPs typically require multiple collaborators to review, complete, and sign subscription documents.

Key benefits:

For General Partners:

• White-glove service: Pre-fill your LP’s subdocs while also being able to view and edit in-progress investor questionnaires to proactively assist your LPs through the subscription process
• Enhanced investor management: Add multiple contacts per investor and proactively designate signatories when sending invitations
• Broader visibility: Maintain a comprehensive view of all contacts associated with each LP in an updated investor ledger
• Multi-party data room access: All LP contacts can now access your Closings data room when invited

For Limited Partners:

• Flexible collaboration: Add team members, wealth advisors, joint subscribers or other stakeholders to help complete the sections of the questionnaire on your behalf
• Transparent access & permissions: Maintain visibility into who has access to the questionnaire and define account contact permissions for managing the investment in Carta.

How does it work?

1️⃣ GP Access to Assist

GPs can now add themselves as an additional contact to prefill LP information and also edit investor questionnaires while they're in progress, allowing them to provide timely assistance to LPs navigating the subscription process. LPs are notified that the GP has this visibility, ensuring transparency throughout.

2️⃣ Adding Multiple Collaborators

For GPs: When adding a prospective investor, you can now include multiple contacts with their names, email addresses, and signatory roles. You can edit this list before sending invitations and view all contacts in an enhanced investor ledger.

For LPs: From the Closings welcome page, you can add or remove contacts, while specifying who has signing authority. New collaborators will receive email invitations to access the subscription.

3️⃣ Enhanced Data Room Access

Multiple stakeholders from a single LP entity can now access the Closings data room, ensuring everyone involved can securely access your fund’s information.

How do I learn more?

To learn more about multi-party collaboration in Closings, check out our detailed support articles or reach out to your Account Manager for a personalized walkthrough to support your next fundraise.

John Hoffman

a year ago6/17/2025

NEW: GP Carry Tracking

We're introducing GP Carry Tracking to eliminate the complexity and risk of manual carried interest management—creating an entirely new way to automate GP entity accounting and carry administration all in one integrated platform.

What's new?

We've built GP Carry Tracking from the ground up to solve the challenge of managing complex carry allocations and GP entities that are time-consuming, error-prone, and difficult to track across funds.

• Two integrated solutions in one platform: Manage both GP Entities and GP Carry on one platform, with automated data flows between fund-level events and individual GP member allocations.
• Real time carry & capital account balances: Fund events that impact the GP entity flow through automatically, enabling interperiod reporting on carry and capital balances for GP members.
• Complete Carry Visibility: Track vested and unvested carry percentages, capital commitments, and accrued carry amounts all in one view.
• Automated PCAP Generation: Generate and share partner capital account statements directly from Carta, giving GPs full transparency into their carried interest with detailed breakdowns powered by the Carta general ledger.
• Streamlined Carry Administration: Issue multiple carry grants to recipients while standardizing vesting plans across your firm. Auto-generate and execute legal documents through templated workflows that eliminate manual document creation.
• Intelligent Rebalancing: When unissued or unvested carry gets allocated to managing members, our system automatically records and accounts for these changes with downstream transactions rebalancing carry accordingly.
• Self-Service GP Portal: Transform complex legal language into an intuitive interface your partners can explore independently. Access PCAPs, K-1s, and financial reporting without back-and-forth emails or spreadsheet requests.
• Deep Financial Insights: Dive into the numbers for any reporting period with views powered by our general ledger that show exactly where each figure originated, with a complete audit trail included.

Curious for more?

If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call.

Cesar Ruiz

a year ago6/12/2025

New and improved user access management for Carta Fund Admin customers

We’ve improved the way you manage user access on Carta Fund Admin with a new layout for the People page and more intuitive permissions workflows. Only the look and feel of the page has changed—underlying access settings for all your users remain the same.

How it works

It’s now easier to see permissions at a glance on the People page, with access levels listed under Roles for each user and a breakdown by entity shown by hovering over the table.

Creating a new user is more straightforward, too. Each role is clearly defined during the access configuration process, so you know exactly what permissions you’re granting.

We’ve introduced a new flow for adding service providers – such as auditors – to your Carta account, so you can give external users the right level of access.

You’re also able to copy permissions from an existing user, streamlining the setup process and standardizing access across your firm.

Why it matters

With this release, you can manage permissions more efficiently and consistently. It’s now easier for you to ensure firm members and service providers only have access to the data and features necessary for their roles, reducing the risk of unauthorized access.

Availability

The new People page is available to all Carta Fund Admin customers. Only account admins are able to view and edit permissions for their firm.

Anything else I need to know?

Stay tuned for additional improvements to Carta permissions, including new role-based access levels for firm members.

Learn more

• How to manage users on the People page
• Get in touch

a year ago6/5/2025

A New and Improved Investments Dashboard

Your Investments Dashboard is getting a major refresh, delivering more interactive controls, clearer visibility into the metrics you care about most, and new customization tools, all integrated into a single unified experience.

What's new?

We’ve started rolling out major upgrades that significantly improve your ability to view and customize investment data at the firm, fund, and portfolio company level.

• More data: We've introduced new metrics and integrated asset-level data directly into the new experience. Instead of navigating separately to your fund view to the metrics on the SOI, everything now lives here.
• Dynamic Tables: Navigate data easily with sticky headers, infinite scrolling, and dynamic column widths.
• Flexible Grouping: Group by Fund to view roll-ups and performance at different aggregation levels.
• Powerful Tagging: Create, apply, and filter investment-level tags to organize by geography, industry, fund, or custom categories.

Coming Soon

We're rolling out additional enhancements in the coming weeks:

• Filter by fund, fund family, or tags: Easily filter your dashboard view by specific entities, making it faster to find and review exactly what you need.
• Export your view: Export everything displayed on your screen, including new asset-level details and any applied filters.
• Group by fund: Currently, your data is grouped by company. Soon, you'll have the option to group investments by fund entity for greater flexibility and insight.

Curious for more?

If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call. Additional details can be found in this support article.

Cesar Ruiz

a year ago6/3/2025

Carta Fund Admin now integrates with Ramp to sync your expenses

Now, customers can sync expenses from Ramp cards directly into their Carta Fund Administration.

Stay ahead of your firm’s spend with real-time visibility into your Ramp corporate card expenses. With transactions flowing directly into your general ledger, you get a more connected, accurate view of your firm’s financials.

How this helps:

• Real-time Financial Visibility: See your financial position without delay—down to the transaction level. Now you can easily update your GL by syncing your latest expenses straight from Ramp.
• Accurate and Consistent Reconciliations: Speed up month-end close with built-in categorization rules. Use our pre-built mappings (or create your own) to populate your Carta general ledger accounts based on your Ramp categories.
• A Single Source of Truth: Maintain audit readiness with full transaction-level visibility. Sync expenses as soon as they’re ready or hold them in Ramp’s review queue until approved. Drill into every detail from within your Carta GL.

Why this matters:

Disconnected expense data slows you down. With Carta and Ramp working together, you can confidently manage spend, simplify reporting, and keep your books in order—without switching between tools.

Who this is available for:

This is immediately available for Carta Fund Admin customers who have a management company on Carta.

Don’t have your management company on Carta? Or unsure if you do? Reach out to your Fund Admin team or navigate to “Management Companies” towards the bottom of the left-hand menu in your Carta account.

How to get started:

It’s simple to get set up with Carta's Ramp integration in just a few steps. Start by completing the Ramp task in your Carta dashboard to connect the two platforms.

See additional details for more on enabling the integration and getting started.

Sam Engel

a year ago5/27/2025

New: Carta Fund Admin <> Fund Forecasting Integration

Carta Fund Forecasting now integrates directly with Carta Fund Admin, allowing you to automatically sync fund cash flows from the GL into your Fund Forecasting construction model.

Overall, the integration accelerates your ability to leverage Carta Fund Forecasting’s powerful forecasting tools and insights. With immediate access to fund accounting details, you can more quickly track capital activity to ensure up to date performance metrics and data driven forecasting.

Why is this valuable:

The Fund Accounting integration between Carta Fund Forecasting removes the need to manually input monthly cash flows into your construction model—resulting in more accurate, timely, and complete fund performance data.

With this integration, you can:

• Review and approve partner details, commitments, capital calls, distributions, management fees, and fund expenses
• Save time by syncing real actuals instead of relying on outdated or estimated figures
• Improve accuracy of forecasts and performance metrics like IRR, DPI, and TVPI
• Enable scenario analysis that adapts in real time as capital activity changes
• Streamline LP reporting and internal reviews with updated data

Who is this available for:

This integration is available for all joint Carta Fund Admin <> Fund Forecasting customers.

Reach out to your Carta Fund Forecasting account manager or fund-forecasting@carta.com for any questions.

How does it work:

How do I learn more?

Carta Support Article: Carta Fund Admin <> Fund Forecasting Integration

Signup for the Carta Fund Forecasting Webinar on May 28. Henry Ward (Carta CEO) and Anubhav Srivastava (Tactyc Founder) will be joined by Sophie Seston from Active Impact Investments. The recording will be available afterwards as well.

Anything else I need to know?

Stay tuned for additional release notes in June, covering Carta integration enhancements and updates.

Nathania Fuad

a year ago4/29/2025

New: Share company financial statements via Investor Updates on Carta

What’s New

Easily and securely share financial statements as part of your investor updates. Connect directly to your accounting system, select the desired time frame, and include a one-time snapshot of your financials in your next investor update – all within Carta’s investor updates tool.

Why is it Valuable

Most portfolio companies send investor updates once a quarter. With a one-time setup to connect your accounting system, you can make all future updates faster, easier, and more comprehensive for both you and your investors.

Easily select and review financial statements before sending. Using Carta’s communication center, you can control who sees your data, conveniently import your investor list from the cap table, and allow investors to securely view and reply to your updates—including cap table and financial statements–all in one centralized, trackable location.

How does it work

You can set this up by:

1. Get your Quickbooks or accounting software login information

2. Navigating to your Carta account

3. Go to the Communications Center

4. Click on ‘New Message’

5. Choose any template you want to update your shareholders about

6. Under import financials click Connect to use QuickBooks or See all for the other providers available

7. Once you’ve prepared connecting your accounting system and composed your investor update, you can review your financial statements.

8. In the review screen you view the data from your accounting system, select the period, and add notes you want your investors to see alongside the data.

9. After you submit the investor update message with the imported financials, the financials will appear under Company Financials view.

What recipients will see:

1. After a message is sent, the recipient receives an email notification with a link to view it.

2. New users are prompted to create an account, while existing users are taken directly to their Carta inbox.

3. If financials have been imported, the investor will be able to click View Company Financials link and view the uploaded documents directly in the Financials tab, monthly and quarterly view.

Who is this for?

Authorized company administrators or users with the new Investor Relations permission, can set up the financial integration and send messages to investors through the communications center.

How do I learn more or get help?

Learn more about our Investor Updates and Communication Center here. For feedback about this new feature, communication center, or Carta you can reach out here!

Will WD

a year ago3/30/2025

New for Investors: AI powered Cap table builder

This week we rolled out a new feature for Investors: AI powered document extraction in the Cap table builder. Investors can now upload relevant documents about a company in their portfolio (Articles of Incorporations, Stock Purchase Agreements, Convertible note and SAFE agreements, have those documents automatically populate the fields the cap table builder.

How it works:

1. Investors can add a new company (or edit an existing company) in their portfolio

2. When adding a new company they can input the company name and upload any of the documents they have about the company's ownership structure

3. The cap table builder will read the documents and begin to build out the structure of the cap table

4. The feature will then guide the user through the cap table builder with any field read from the documents pre-filled. This includes the ownership structure and the funds holdings, provided they were available in the Articles of Incorporation and Stock Purchase Agreements.

5. You can review and edit any field in the builder. Once complete it will guide you to the capitalization page of the new portfolio company.

4. As your portfolio company's cap table evolves over time, you can edit the cap table for any changes using the same workflow.

You can edit the company via the Investments page ( Investments > Manage portfolio > Edit) or on the company's capitalization page directly ( Company > Capitalization > Update cap table)

Benefits of using Cap table builder:

1. The cap table builder allows investors to load in any of their portfolio companies not using Carta to share their cap table with them.
2. By adding a portfolio companies cap table into their portfolio, investors can:
3. Use the Scenario modeling and waterfall tools
4. Create and run ASC 820 valuations
5. Track ownership over time
6.  Have a single source of truth for all their portfolio companies' cap tables.

As part of this release we are now enabling Cap table builder for all funds who pay for any of Carta's fund products!

If you have any questions or feedback you can reach us here!

Jordan Agnew

a year ago3/25/2025

E-signature witnessing for LP subscription documents

LPs can now nominate a witness to provide a digital witness signature to their subscription documents during closings.

What’s new?

Certain jurisdictions legally require a witness for subscription documents. A witness is a third-party individual who observes someone signing a document and provides a signature themselves to confirm that the original signature is genuine.

Previously, signature witnessing was a clunky process which involved downloading and signing physical documents. Now, signatures can be securely witnessed online in a few clicks.

Who is it available for?

Digital witnessing is available to fund administration customers and their LPs when closing a fund domiciled in the UK, Jersey, Singapore or the Cayman Islands.

How do I use it?

As an LP:

Upon signing the subscription documents, you will be prompted to add a witness and enter their details to complete signing. The witness will then receive an email. You can nudge the witness by resending the signature request email.

As a witness:

You will receive an email informing you of the witness signature request.

Follow the link in the email to witness the signature on the LP’s subscription documents.

After you have signed, you’ll receive an email confirming that the process is complete.

As a GP:

You’ll be able to track the progress of signatories within Carta.

When all signatures are complete, you can countersign the subscription documents.

a year ago3/17/2025

Attach a separate file when sharing financials with LPs

When your financials are ready to be published, you now have the option to share them with a separate file attachment instead of grouping the attached file to the financials document. This means that your LPs will receive 2-3 separate files (depending on if you are also sharing PCAPs) in their Carta account and/or email for them to download.

To do this, navigate to the financial package that is ready to approve. Select approve and publish or approve and schedule. Check yes next to the question 'Would you like to send the package with an attachment?' and select 'Attach as separate file' to the question 'How would you like to attach the file?'. You will then upload the file, indicate what type of document it is, and name it.

Once published, you will see the documents in the Fund > Partners > Documents page. That same document can be found on the LPs side in their portfolio.

If you selected to notify the LP about the documents shared, the LP will receive an email notifying them of the new documents existence.

EJ Jacoby

a year ago3/14/2025

New: Investments Integration with Carta Fund Forecasting

Carta Fund Forecasting now integrates real time cap table data into its forecasting and planning platform. The direct connection to Carta streamlines the process of adding investments data in Carta Fund Forecasting, providing fund managers the ability to make data-backed decisions with greater speed and accuracy.

Why is this valuable:

Historically, investment updates have needed to be manually uploaded and maintained in Carta Fund Forecasting. This process is often time-consuming and error-prone, making it difficult to ensure current forecasting for your fund is accurate and up to date.

You can now sync ownership and financing history for all portfolio companies tracked on Carta. Starting from the fund's initial investment, all subsequent financing rounds will get pulled into Carta Fund Forecasting, regardless of whether you participated or not. The new Tasks and Notifications page will also prompt weekly in-app notifications and review for cap table updates including new rounds for existing investments, net new investments, and newly granted cap table access.

Overall, the integration accelerates your ability to leverage Carta Fund Forecasting’s powerful modeling tools and insights. With immediate access to real time cap table data, you can more quickly track how you're following your original fund construction plan across pacing, reserve optimizations, portfolio insights, and more.

Who is this available for:

This integration is available for all Carta Fund Forecasting customers who have an investment firm account in Carta, with accepted securities issued from portfolio companies on Carta.  If you need assistance with portfolio consolidation to one main firm account, reach out to our team at fund-forecasting@carta.com.

Basic cap table access or higher is also required to pull in a portfolio company's details — learn more here.

How does it work:

1️⃣ Set up the integration by going through investment mapping and data review workflow in Carta Fund Forecasting

2️⃣ Once data has been approved, Performance Cases in the respective Investments page will update with Carta sourced data

3️⃣ Re-sync Carta data on demand, prompting review and approval for Carta updates across new rounds for existing investments, net new investments, and newly granted cap table access.

How do I learn more?

Carta Support Article: How to Use the Investments Integration with Carta Fund Forecasting.

Signup for the Carta Product Webinar on April 1.

Anything else I need to know?

Stay tuned for additional release notes in Q2, covering Carta integration enhancements and updates.

Nathania Fuad

a year ago3/12/2025

Waterfall/Exit modeling support for Change in Control premium's on convertible notes

Companies and investors using our waterfall and exit modeling tools, can now model out the impact of a Change in control premium on their convertible notes. The waterfall tool will now calculate the payout value for convertibles based on the change in control premium and the exit value inputed.

Example: Investor's view of an exit with Convertible notes that have 200% change in control premium

Companies and shareholders can review the terms of a convertible note in the Certificate details modal in their portfolio or on their cap table.

Jordan Agnew

a year ago3/12/2025

SPV formations tool for GP/LP co-investments in the UK

With Carta’s new UK SPV formations tool, you can form and close SPVs as GP/LP co-investments. Set up your UK SPV on Carta using a streamlined in-app flow with enhanced security and compliance checks.

What’s new?

Preparing lengthy legal documents, running rigorous identity checks, navigating limited banking options: forming an SPV in the UK is hard work. Carta streamlines the SPV process at every step, starting with a smooth setup experience.

With our new SPV formations tool, you can form a GP/LP SPV entity and close LPs quickly, efficiently and professionally. The GP/LP co-investment structure gives you control throughout the lifetime of the SPV, ensuring you have decision-making power while minimising the workload for your LPs.

The tool includes:

• An in-app formation process that guides Lead Partners through each step
• Smooth in-app closing with subdocs and support for SPV investors
• Bank account opening within 24 hours
• A dedicated portal for investors to sign documents, fulfill capital calls and view documents
• Comprehensive KYC/AML services for vetting SPV stakeholders and assessing investor identity risk

Who is this available for?

This unhosted SPV is available to regulated investors looking to form a GP/LP SPV in the UK. Current Carta customers can get started with their SPV formation in-app.

How do I use it?

Get started with your SPV formation in-app – reach out to Carta staff to request access, and we’ll share a direct link to the SPV formations page.

1. Fill out the Engagement Letter request form, specifying which add-on products and services you require. Review your package summary, and submit.

2. Complete KYC by submitting your Lead Partner identity information.

3. Review and sign the Engagement Letter.

4. Confirm your SPV entity name and share stakeholder contact information for the GP entity, Investment Manager and initial LP signatories.

5. Set up your governing terms.

6. Sign the LP Agreement and Investment Manager Agreement.

7. Invite your investors to the SPV on Carta.

Anything else I need to know?

To get started, you’ll need to reach out to Carta staff and request access. Once approved, you’ll receive a direct link to the UK SPV formations page.

a year ago3/6/2025

Closings for Cayman-domiciled funds

What’s new?

Global investors often choose to domicile funds in the Cayman Islands, due to its regulatory framework and popularity among LPs. Carta now better serves GPs and LPs in Cayman-domiciled funds with an enhanced Closings experience.

What’s important about this?

This release allows GPs of Cayman-domiciled funds to offer a smooth onboarding experience to LPs, while ensuring compliance with Cayman Islands legal requirements. To meet these compliance standards, we have introduced:

• Witnessed signature collection on subscription documents
• A Cayman-compliant investor questionnaire, guiding LPs through necessary disclosures and regulatory checks required for investors in the Cayman Islands

Who is this available for?

This update is available for funds domiciled in the Cayman Islands.

How do I use it?

Funds domiciled in the Cayman Islands will automatically benefit from these updates, with no further action required. LPs will be guided through a Closings experience tailored for Cayman-domiciled funds.

a year ago3/4/2025

Introducing the Portfolio Events

Portfolio Events

Portfolio Events is a real-time dashboard that surfaces key portfolio company events in a centralized location.

Get timely insights into financial performance and notifications about key events—such as equity issuances and conversions, updated valuations, and new funding rounds. Any changes made by your portfolio companies will be automatically reflected in your event feed, helping you maintain an open channel of communication without manual back-and-forth.

Who is this available for?

The Portfolio Events feature is available for investment firms.

How do I use it?

Access the Portfolio Events page from the Tools & Services sidebar menu.

Filter by company name, event type, event date, and entity name.

View details for any event to see more info on your equity holdings, or on the company’s financing activity or valuation.

Anything else I need to know?

Portfolio Events rollout is rolling out incrementally to all investor firms. Please reach out to your Account Director with any questions.

Webb Allen

a year ago3/3/2025

A New Standard for Closings

What’s new?

We’ve enhanced Carta Closings to give General Partners (GPs) greater visibility into their fundraising progress and provide Limited Partners (LPs) with more flexibility in how they complete subscription documents.

With these updates, GPs can now set clear fundraising goals, manage prospective investors across their pipeline, track progress in real time, and upload offline documents for institutional LPs. LPs also gain multiple signing options to make their subscription process more flexible.

Why is this important?

Fundraising can involve countless emails, manual document handling, and a lack of clear tracking. With these improvements, GPs can better manage their fundraise all in one place while offering LPs a smoother, more efficient signing process.

Key benefits:

✅ Flexible LP signing options– LPs can complete online, download and sign manually, or delegate the task.

✅ Clear fundraising tracking – Set and monitor a fundraising goal with real-time updates while simplifying investor management throughout each stage of your fundraise.

✅ Simplified document workflows – GPs can upload countersigned subscription documents directly in Carta, eliminating email follow-ups.

✅ Streamlined investor management – View and take quick actions based on the stage of your prospective investors. You can additionally filter by status, view KYC results, and archive any prospective LPs who aren’t moving forward.

How does it work?

1️⃣ Flexible Investor Signing Options

LPs can now choose how they want to complete subscription documents:

• Complete and sign online
• Download to complete manually, sign, and re-upload
• Delegate to someone else

2️⃣ Track Your Fundraising Goal

GPs can now set a fundraising target in Carta and track progress across every stage of their fundraise.

3️⃣ Upload Countersigned Subdocs Directly

For LPs who prefer to complete documents offline from the start, GPs can now upload fully executed subdocs directly into Carta.

4️⃣ Manage Your Investor Pipeline

Easily organize your investor pipeline through status filters, gain real-time visibility into each investor's KYC process, and archive LPs who aren’t moving forward. Archived investors are still accessible via a “Show archived” filter for future reference.

How do I learn more?

To learn more about Closings for your current or future fundraise, check out this support article or reach out to your Account Manager for a demo.

John Hoffman

a year ago2/3/2025

Mobile Investor Cap Table Access

Get connected with your portfolio companies directly from your phone: soon, investors will be able to view cap tables from the mobile app, in addition to requesting access to cap tables directly from the company page.

Who is this available for?

This is available in the iOS mobile app for any investor’s personal portfolio, as well as investment firm administrators. If you don’t have the app, just search for “Carta” in your phone’s app store.

For investment firms:

For individual investors:

How do I use it?

If you haven’t downloaded the mobile app, now is a great time to do so. Once you have it installed, you can find this by logging in and selecting a company from your investments list. From there, you will either see the cap table and financing history, indicating you already have access, or a ‘Request cap table access’ button. Clicking that button will send a prompt to the company requesting that they grant access.

Once you’ve submitted your request, you can check updates directly from the same screen:

Will WD

a year ago1/29/2025

[Beta] Audit Investment Confirmations on Carta

This month, we released a new tool to our pilot audit partners, designed to help funds and their portfolio companies complete investment confirmations during their audits. Our new tool allows auditors to manage the process directly on Carta, GPs to monitor and approve confirmations sent to portfolio companies, and portfolio companies to easily respond to confirmation requests without the burden of downloading and filling out PDFs.

For Auditors

Once Auditors get added as an auditor to the fund's Carta count they will be able to create, schedule and download investment confirmations.

For Funds

GPs and Fund CFOs are able to view auditor's selected portfolio companies, review the contact information, approve the confirmations being sent the portfolio companies.

For Companies

For companies, its never been easier to respond and complete investment confirmations. They will receive an email from the auditor and fund, and then be prompted to go to Carta to complete and sign the form in just a couple clicks.

If you are a GP or Fund CFO, talk to your auditor about using this new tool to help streamline your audit!

Auditors interest in joining the pilot can submit an request at: https://carta.com/waitlist/audit-confirm/

Jordan Agnew

a year ago1/28/2025

Recent releases for QSBS eligible companies and their shareholders

We are continuing to enhance the experience for QSBS-eligible companies and their shareholders. Recently, we have introduced the following features:

1. View previously sold QSBS eligible shares

Shareholders and admins can now see previously sold shares that were QSBS eligible. Users can view this information on Carta directly, as well as the QSBS PDF statement available for download by shareholders.

Sold shares appear for investors and individuals in their portfolio:

Shareholders can also view the sold shares information on the QSBS PDF statement:

Shareholders can also view the sold shares information on the QSBS PDF statement:

2. QSBS columns added to the Investment dashboard export

Investors with holdings in QSBS eligible companies can now see the QSBS status, and if applicable, number of QSBS eligible shares the hold in the Investment dashboard export.

3. Financing history now included QSBS Attestation letter's to Company admins

Our QSB Attestation letter to companies now includes a section detailing the financing history of the company. This information impacts the 'aggregate gross assets' test our team preforms during the analysis.

If you have any questions reach out to your assigned Carta account team or qsbs@carta.com to learn more!

Jordan Agnew

a year ago11/20/2024

Corporate Transparency Act (CTA) Beneficial Ownership Information Report (BOIR) for Fund Managers

What’s new?

Fund Managers can now use Carta to complete their CTA BOIR submissions to FinCEN with our CTA reporting tool.

What’s important about this change?

The Corporate Transparency Act (CTA) requires certain business entities to submit a beneficial ownership information report (BOIR) to FinCEN. We’ve made it easy to submit this report with our CTA reporting tool.

Our tool uses information already on Carta to pre-populate required beneficial ownership information, saving fund managers time when filing. Plus, fund managers can rely on our reporting tool to understand the reporting deadline for each of their entities.

How does it work?

Fund Managers can go to the CTA Reporting tab within the Tools & Services navigation menu to access Carta’s CTA feature. Upon navigating to CTA Reporting, the Fund Manager can select the entity they are filing a BOIR for.

If the reporting entity is not exempt, they should proceed with filling out the three sections of the form: Company Information, Beneficial Owners, and Company Applicants.

The Company Information is prefilled for the entity including the legal entity name, US business address, and tax identification number. Review and confirm that all prefilled information is current and accurate.

Each Beneficial Owner’s name and address  will be prefilled, if the information is available, for any partner within the entity account who is an individual that has subscribed for 25% or more of the entity’s total commitments. Review details and Beneficial Owner status for all prefilled information to confirm it is current and accurate, or make any corrections needed.

Control persons and indirect owners of 25% or more are not prefilled, so you will also need to add any control persons or individuals who indirectly own 25% or more as additional Beneficial Owners.

The Company Applicants section is only required for entities incorporated or formed on or after January 1, 2024. Reporting entities that fall into this category will need to provide the company applicant information.

Last, review the information and submit to FinCEN. You’ll get a confirmation screen to let you know the report has been filed.

Carta does not determine the exemption status of the reporting entity. Confirm with your legal team on your entity’s exemption status. For more information on FinCEN exemptions, refer to the FinCEN BOIR frequently asked questions.

How do I learn more?

For more information on the new CTA Reporting feature, reach out to your Account Director. For additional information on the new FinCEN CTA requirement, read our blog post on How Corporate Transparency Act impacts private funds.

Samantha Widman

a year ago10/25/2024

New Partners Dashboard

What’s new?

We’ve launched a new Partners Dashboard that gives Fund Administration customers firm-level visibility into their LP relationships. You can now group your LP investments, assign them custom tags, and see consolidated performance metrics (TVPI, IRR, DPI, etc…) and investment data (commitment amount, capital activity details, NAV, etc…) across all your LPs in your firm.

How does it work?

Access the New Partners Dashboard: The dashboard is a brand new page that can be  accessed via the Partners tab on your left-hand navigation bar in Carta. Click here for a walkthrough.

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LP Grouping: Organize your LP investments into custom groups to mirror how your firm views LP relationships. Learn how to use groupings here.

Tagging: Customize your view by creating custom tags for LPs such as LP type, geography, or any custom tag your team uses to categorize LPs. You’ll also be able to filter based on tags and see consolidated LP metrics across your tags. Learn how to use tagging here.

Custom Views: Apply filters based on tags or entities, add/remove columns of data, and save your custom view(s) so you can quickly access specific filtered dashboards of data you care about. You can also export these filtered views to excel.

Partner Detail Pages: Click into each LP group to see the details of each LP investment within that group. On this page we show various levels of aggregated metrics as well: by the entire LP group, by each of the LPs legal entities, and by entity they’ve invested in for scenarios where they’ve invested in one of your entities through multiple legal entities.

How do I learn more?

Here’s a support article and some recorded walkthroughs for an overview of the Partners Dashboard, instructions on how LP Grouping works, and how to set up LP Tagging. If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call.

Spencer Holton

a year ago10/15/2024

New navigation in Carta Fund Administration

We’ve made it easier to find the tools and information you need in your Carta Fund Administration software.  So far, we have rolled navigation changes out to a small group of customers and will continue the roll out through October.  Here’s an overview of the most important changes:

We've deprecated the Overview tab so you can easily find Entities, Investments and Partners.

• Subtabs such as fund performance, capital activity, statements, accounting, etc  (previously located in the Overview tab) will now be found in the Entities tab.
• Entities, Investments, and Partners tabs will now be found in the left-hand navigation menu.
• The left-hand navigation menu will be reordered with key tabs at the top and add-ons, settings, and tools in the section below.

The Activity tab is now the Dashboard

• The Activity tab will now be named “Dashboard” and will be your new homepage when you login.

We’ve improved  Entity Selection.

• A persistent "choose entity" selector will be at the top right of the Dashboard. This way, when you select an entity, you can navigate to different subtabs while keeping the selected entity.

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Kelly Kipkalov

a year ago8/22/2024

Require Dual Approvers on Payments

What's new?

Fund managers can now require two approvers to authorize payments before processing.

What’s important about this change?

This feature provides enhanced controls over releasing payments, ensuring that VC and PE firms can adhere to their audit procedures while maintaining control over their financial operations.

How does it work?

Select Firm Settings in the left hand navigation, then click Settings. Within the Settings tab, click People, then scroll to the bottom to the new Payment approval section.

Here you can set how many approvers are required (up to two) and the threshold amount. Only users with Admin permissions can update this section. If you need to update who the approvers are, scroll to the People section at the top of the page.

You’ll also have the ability to track the progress of active payments and view the history of completed payments, including who approved them and when they were approved in your Activity tab.

How do I learn more?

This feature is only available for fund managers using Carta’s automated money movement, the most hassle free way to process payments. To learn more about this feature and automated money movement, reach out to your AD.

Aneetha Sampath

a year ago7/31/2024

Refer portfolio companies for QSBS Attestations from Carta

Investors can now refer their portfolio companies to get QSBS Attestations from Carta.

The feature allows investors to do this for individual companies or multiple companies that are likely QSBS eligible. Once you refer your portfolio company, they will receive a notification on Carta encouraging them to get a QSBS Attestation. After a company receives the QSBS Attestation, you will receive an email and copy of a QSBS Attestation letter addressed to your firm highlighting which securities held are QSBS eligible.

What do I need to do?

This feature is available to users who are admins for an investment firm on Carta. Navigate to the 'Investments' page of your firm where you can refer in bulk or individual companies for QSBS reviews from Carta.  If you have any questions reach out to your assigned Carta account team or qsbs@carta.com to learn more!

Jordan Agnew

2 years ago7/9/2024

QSBS eligible investments highlighted in the the SOI

Fund Admin customers with portfolio companies using Carta's QSBS Attestation product will now see a QSBS tag on the SOI for investments that have been attested to as QSBS eligible by Carta Tax and Valuations team.

The tag indicates that your fund holds shares that are QSBS eligible (pending the holding period requirement). To see more details about your QSBS eligible shares you can click on the investment and navigate to the Holdings page and select 'QSBS eligible shares'.

Here you can view more information including: number of eligible shares, securities that are eligible, and download a PDF of the personalized QSBS Attestation letter.

What do I need to do?

This page is available to customers using Carta for Fund Administration. You can navigate to your Fund's SOI on Carta by selecting "choose entity" on your firm's account, selecting the fund you wish to view, and selecting "Investments" in the navigation menus.

If you have any questions reach out to your assigned Carta account team or qsbs@carta.com to learn more!

Jordan Agnew