Carta Release Notes - Product Updates - LIMITED PARTNERS

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?

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?

Samantha Widman

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 ago7/15/2025

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:

For Limited Partners:

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 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 ago3/6/2025

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:

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 ago3/3/2025

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:

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

3 years ago5/2/2023

LP Wire Instruction Confirmation

What's new?

You can now send a confirmation request to your LPs directly from Carta, allowing them to easily add or confirm their wire instructions prior to a distribution.

What’s important about this change?

We’ve made it easier to confirm the accuracy of LPs' wire instructions.

Prior to a distribution, you can now send a request to an individual LP, a group of LPs, or all LPs in the distribution to update or confirm their wire instructions.

Once the request is sent, your LP will receive an email from Carta prompting them to update or confirm their wire instructions in their LP Portal.

Once updated or confirmed, you will see a new status of Confirmed next to the LP’s name in the Wire Instructions Status column in your Partners tab as well as a complete Audit Trail of who added and confirmed the LPs wire instructions.

What do I need to do?

After submitting a distribution request in Carta, click Request Wire Instructions. You can also initiate this request at any time by using the Request Wire Instructions button on the Partners page.

Select the individual investors or group of investors you’d like to send a request to. Set a deadline and optionally customize the email message your LPs will receive. Review the contacts that will receive the notification and then click Send.

Your investors will receive an email asking them to add or confirm their wire instructions are current. After clicking Review wire instructions, they’ll be directed to their LP Portal where they can easily add or update in a few clicks.

You’ll now see an updated status in your Partners tab of Confirmed or Pending (awaiting confirmation from your LP) with the date of confirmation or the date the request was sent. Giving you increased visibility into how current your LPs wire instructions are.

How do I learn more?

For more information on the GP side of this feature, please check out our step-by-step guide. For LPs, click here.

To learn more about how Carta ensures the accuracy of your investors' wire instructions, check out our Audit Trail feature or reach out to your Carta representative to learn more today.

Spencer Holton

3 years ago4/3/2023

Improved LP Tax Document Center

What's new?

LPs can now easily filter, find, and download tax documents.

What’s important about this change?

A smoother tax season for investors.

We’ve improved the Documents tab in our LP Portal so investors can easily:

What do I need to do?

Navigate to the Documents tab of your LP Portal and select the tax year you’d like to access tax documents for.

See which documents you’ve already viewed and which entities have shared their K-1s versus which are still pending.

Download documents individually by clicking View or bulk download documents by clicking Download all.

How do I learn more or get help?

Have additional questions about how Carta can support you and your LPs during tax season? Reach out to your account manager or talk to one of our representatives today.

Spencer Holton

3 years ago12/8/2022

Limited Partner Mobile Experience

What's new?

LPs can now manage their investments, all from their mobile device.

What’s important or valuable about this change?

Access your investments, now on the go.

LPs can manage their fund investments and personal investments from anywhere, at any time.

What do I need to do?

Download the Carta mobile application, suited for iOS and Android devices, from your app store. Then login using the same information used to login to your LP Portal on the web application. Once on the home screen, select the fund investment or personal investment you’d like to view:

If a fund investment is selected, you’ll be able to view key investment details like called capital and net asset value. Plus, you can view, download, and send all fund investment documents like partner capital account statements (PCAPs) and  K-1s.

If a personal investment is selected, you’ll be able to view key ownership information like share amount and issue date.

For fund investments, once on Investment Details, scroll to access your fund documents. Select View all  to view, search, and filter all fund documents. Use the search bar at the top to search by document name. Or select Filter to filter by document type like PCAPs, capital calls, or tax.

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Once your document is selected, select the export button to markup, send, or download.

How do I learn more or get help?

Have additional questions about Carta’s LP mobile experience? Reach out to your account manager or request a demo today.

Spencer Holton

4 years ago8/31/2021

Instant KYC for Non-Individual LPs Completing Subscription Documents

Non-individual Limited Partners who complete subscription documents on Carta can now be KYC’ed instantly.

What’s New

This release is a follow-up to our KYC for Individual LPs feature. If your fund leverages Carta’s KYC/AML service and you have non-individual Limited Partners (LPs) completing subscription documents in Carta, these LPs can now be instantly KYC’ed on the platform. Carta instantly KYCs the LP's control person and beneficial owner(s) in addition to the LP entity itself.

Carta’s instant KYC feature is made possible by Carta integrations with identity and verification databases like LexisNexis, Ekata, Socure, and more.

Limitations

How it Works

  1. As an LP completes their subscription documents, non-individual LPs (for funds that avail of Carta’s KYC/AML service) will see a dedicated Know Your Customer section. Upon landing here, LPs will first be asked if their control person and beneficial owner(s) are all US persons -

  2. If the control person and beneficial owner(s) are all US persons, then the LP will be shown forms to enter KYC information for these individual(s) -

  3. Finally, the LP is also able to upload any entity formation documents and photo IDs here:

  4. Once subscription documents are signed by the LP, the following are instantly KYC'ed: the LP entity, control person, and beneficial owner(s). If all pass KYC, this is immediately reflected in the Carta UI and General Partners are notified to countersign -

Timing: Rolled out to all on Aug 31, 2021

Audience: US-based Limited Partners, General Partners

Steven Camina

5 years ago7/1/2021

Instant KYC for LPs Completing Subscription Documents

Limited Partners completing subscription documents on Carta can now be KYC’ed instantly.

What’s New

If your fund leverages Carta’s KYC/AML service and you have Limited Partners (LPs) completing subscription documents in Carta, these LPs are now instantly KYC’ed on the platform.

Carta’s new instant KYC feature is made possible by Carta integrations with identity and verification databases like LexisNexis, Ekata, Socure, and more.

Limitations

How it Works

  1. As an LP completes their subscription documents, individual LPs (for funds that avail of Carta’s KYC/AML service), will now see a dedicated Know Your Customer section. Here, LPs can input the additionally required information for KYC -

  2. Once subscription documents are signed by the LP, the LP is instantly KYC’ed. If the LP passes KYC, this is immediately reflected in Carta and General Partners are notified to countersign -

Timing: Rolled out to Limited Partners on July 1, 2021

Audience: Limited Partners, General Partners

Steven Camina

5 years ago4/26/2021

Fund performance metrics on Carta

We know how important Carta is in helping fund managers manage and track the performance of their funds. This month we've add a host of new features to help fund managers get and understand the metrics they need about their funds.

Here's whats new:

1. New fund performance page

Example of new Fund Performance page:

Example of traceback of TVPI metric as of 12/31/2020:

2. New Excel export:

We've added a new export on the page that includes all the metrics and details about the underlying data.

3. Support for parallel entities:

We've also added support for parallel entities (or fund families). You will be able to see all the above features at a consolidated level.

Where to find: Log in to Carta > Select a fund within your investment firm > Select the Fund performance tab

Timing: Rolled out to funds using our Fund Administration services on April 16, 2021.

Audience: General Partners, CFOs, Investment teams, Limited Partners.

Jordan Agnew

5 years ago2/26/2021

Pre-filling Subscription Documents for Existing LPs

If you are an LP, you’ve felt the pain of filling out subscription documents. You go through the same long investor questionnaire with the same questions for every fund investment you make. With Carta subscription documents, now you don’t have to.

What’s New

Limited Partners who have already completed a subscription document on Carta can now re-use their information for future investments. They can add their subscription information in just a few clicks.

Prefilled LP Subdocs

Click for sound

How it works

1. Limited Partners select the portfolio for the entity they are investing through

2. The form is pre-filled with information from their previous subscription. Any questions that are specific to this investment are highlighted for the Limited Partner to answer.

3. Limited partners review and confirm their information is correct.

Check out our Q1 product webinar recap blog post to see how simple the closings process will be.

Timing: Rolled out to Limited Partners on February 24, 2021

Audience: Limited Partners, General Partners

Ashley Chang

5 years ago1/14/2021

Limited Partner Onboarding flow

Limited partners now confirm that their information is accurate when viewing new investments on Carta. This will help ensure accurate information for tax season.

Who this affects

Limited partners with fund investments on Carta and funds using Carta's fund admin and LP portal products

What's new

Limited partners can now review and update their information in the onboarding flow for their fund investment.

Timing

This was released for Limited Partners on January 14, 2021

Ashley Chang

5 years ago1/6/2021

Limited Partner Settings

The new Limited Partner Settings page allows Limited Partners to control their information across fund investments on Carta.

Who this affects

Limited partners with investments into funds on Carta.

What's new

Limited Partners can now manage and share their information across fund investments. Previously, Limited Partners had to contact their fund admin or the Carta support team to update their information. Now they can update their address and other information used for taxes and distributions in Settings.

Timing

This went live to all Limited Partners on January 6, 2021

Ashley Chang

5 years ago10/20/2020

Changes to Watermark Styling

We've listened to your feedback on watermark styling obstructing the readability of the documents and we've made a few changes to address those concerns. We'll continue to iterate on our watermarking capabilities and tools in the coming months and we are starting with the following changes.

Here's a sample document with the old watermark styling

Here's the same sample document with the new watermark styling

Specifically, we've made the following changes with this iteration:

Who these changes affect?

All Carta users who choose to apply watermark on their documents. These changes will be rolling out to all users today.

Amol Patil

5 years ago9/23/2020

Improvements to our login screen

What’s coming: We've made a few changes to our login screen to help users get access to their Carta account. We want to make sure your first interaction with Carta is clear, simple, and secure.

Who this affects:

What’s new:

New log in page

Previous log in page

Maxwell Estes

5 years ago8/31/2020

Announcing (new and improved) Release Notes

Over the last few months, we’ve been listening to your feedback on our changelog and identified usability and customization as two areas for improvement. Today, we are announcing our new and improved Release Notes in order to provide you with up-to-date information and news on Carta product changes.

Key features of our Release Notes include:

Filter by label

You can now filter out notes to only include the ones you care about most. You will be able to filter by Carta product area (Corporations, Investor Services, Platform, and CartaX), customer type (Employee, Equity Administrator, Board Member, etc. ), or release stage (General Audience, Preview, etc.)

You can filter by label on the right hand side of the screen by selecting the label you’d like to see notes on.

Subscribe for recurring product updates

Curious to know about all the great things we’re releasing on a regular basis? Subscribe to our Release Notes. You will get an email to your inbox whenever we post a new update. You can find the subscribe button at the top of the Release Notes page.

Mara Pritchard

5 years ago8/14/2020

Wire Instructions Request Email

Fund admins can now trigger an email to request that Limited Partners update their wire instructions ahead of a distribution. The primary on the LP account and any users who have been granted wire instruction permission will receive an email letting them know its time to update.

The link on the email will bring them directly to the wire instructions tab for that fund, where they can confirm or update their instructions.

To request wire instruction permission, contact our support team at investorservices@carta.com.

Ashley Chang

5 years ago8/3/2020

In-app Wire Instructions for Limited Partners

Limited partners with fund investments on Carta can now securely update their wire instructions through our portal.

When a limited partner logs into Carta, they’ll see a Wire Instructions tab within each of their fund investments. There, limited partners can see any wire instructions that have been previously added and make updates.

Wire instructions are visible for the primary user on any fund investment. Please reach out to your fund administrator to give updates to any additional users.

Ashley Chang

6 years ago7/15/2020

New Limited Partner Onboarding

Limited Partners (LPs) on Carta have a brand new onboarding experience.

Our investor clients depend on Carta to communicate with their LPs. Over the past few months, we’ve made big improvements to the ways LPs use Carta with a new navigation system, updates to make documents easier to find, and our Fund Investment overview page, which combines data across Carta so that LPs can understand all of their fund investments at once.

Today, we’re continuing to improve the LP experience by making their first experience on the portal simple and delightful. The biggest change is that LPs no longer need to accept their fund commitments and their fund investments are shown automatically inside their portfolio.

Here’s what it looks like:

First, LPs are welcomed to Carta with an email letting them know that they have a new investment on the portal and asking them to create an account. For LPs that already have an account, we’ll automatically put this investment in their portfolio.

Once an LP creates their account, they’ll go directly to that portfolio. There they can see any existing investments in funds or companies as well as their new investment. For new investments, they’ll see an overview of the investment so far, and be asked to agree to electronic communication for each fund investment.

When an LP agrees to electronic communication, we’ll celebrate with them!

Their account is now fully active. They can see any documents or fund information that has been shared with them.

Ashley Chang

6 years ago5/12/2020

Email Kit Redesign

Today we’re releasing our redesigned email kit. Emails are often the first touch points we have with our users. They should be a clear and helpful experience: users understand the information being communicated, understand who the information is being communicated from, and know what steps to take next via a clear call to action.

While we got some great mileage out of our previous email design kit, our site and its complexity have changed. And it was time for our emails to get with the times. Here are some highlights that our release today will change:

Better compatibility

Clearer branding

Cleaner UI

Confetti

Maxwell Estes

6 years ago5/4/2020

Updated Email Design - Coming in One Week

An email from Carta is often the first interaction we have with our users—and we aim to make this first impression a great one. That doesn’t mean we need to be splashy. Rather, it means we want to provide clear information to our users that helps them understand what Carta is and how we can help them manage their assets and equity. For users who’ve been with us a while, we hope these emails continue to reflect the high quality or our software and services.

Carta last updated its emails in November 2017. We’ve changed a lot since then, and we’ve learned a lot, too. In one week, we will release a revamped version of our emails that we hope solve some problems that our users and data helped us identify as well as better reflect our brand today. Today, we’re giving you a preview of what those changes will look like:

We’ve said hello to many employees, companies, investors, board members, law firms, and others around the world the past few years. We think these emails will help us say hello even better going forward.

Maxwell Estes

6 years ago4/23/2020

All Fund Investment page for Limited Partners

Limited Partners can now see details of all of their fund investments in one place. The new All Fund Investments page allows Limited Partners to see their investments across firms and funds that they’ve invested in. This allows Limited Partners to understand the status of each commitment.

At the top of the page Limited Partners will see anything that they need to take an action on, such as capital calls or recent documents.

In the All Fund Commitment section, Limited Partners have a complete overview of all of their commitments on Carta. These can be sorted by firm or investing entity so that Limited Partners can better understand their investments.

Ashley Chang

6 years ago3/31/2020

New navigation for Limited Partners on the LP Portal

It’s now easier than ever for Limited Partners on Carta to navigate the LP Portal. With our updated navigation system, all users with a fund investment on Carta will see a new sidebar to navigate their investments. Both companies and funds are visible and easy to access.

We’ve also updated the experience for Limited Partners with multiple investing entities to easily understand their investments into a single fund.

For Limited Partners with access to fund performance for their funds, we’ve upgraded this experience to show TVPI, RVPI, and DPI in addition to IRR.

Ashley Chang

6 years ago1/21/2020

LP Fund Commitment Updates

Carta partners with fund managers to provide a great Limited Partner experience. Today, we released an update that makes LP fund commitments easier to navigate and understand.

Our previous experience spread information about fund commitments across several pages. Now, we’ve made key information like commitment amount and vintage year available on a single overview page.

We have also seen that many LPs struggle to find important documents, so we’ve brought recent documents onto the the fund commitment screen.

We’re excited to continue building a better LP experience. If you have any questions or feedback, please let us know at investorservices@carta.com

Ashley Chang

6 years ago11/1/2019

Easier LP access to capital call notices

If you manage a fund, we know how important it is to provide a great experience for your LPs. That’s why, for customers of our Fund Administration service and LP management products, we are making it easier for your LPs to access capital call notices.

Previously, LPs would receive an email informing them that the fund was issuing a capital call. Then they would have to log in to the Carta website in order to view the capital call notice and find the payment details. Often, things would become complicated if the LP didn’t remember their credentials, or delegated the payment task to a colleague.

In our latest release, we have made things simpler for LPs. When you or our Fund Administration team create a capital call, you will now get to choose whether your LPs will be required to log in to view the notice. If you choose No log in required, the email your LPs receive will include a secure link that takes them directly to the notice. Anyone they forward the email to will also be able to use the link.

The link will expire after 15 business days. After that, LPs will be required to log in to view the notice, which will be available in their Documents folder.

We are always looking for ways to make life better for GPs and LPs. If you have any questions or feedback, please let us know at investorservices@carta.com.

Ives Chor

6 years ago9/4/2019

Major Update: Carta App for Android

We’re bringing a large update to drastically enhance the Carta experience for Android customers.

Register for you account in a few quick steps, set up fingerprint authentication for easy access, accept securities, and track vesting schedules within the new app.

As an investor, get real-time IRR and company performance information on the go!

Get the app now!

Alex Legault

6 years ago8/14/2019

Technical improvements to navigation

The Design Technology team at Carta is updating the top level navigation of our app, to benefit from the latest Ink Design System improvements.

With this architectural change, user experience will be more consistent, future design improvements will be easier, and we will be able to better support our future product roadmap.

There will be minor changes to visuals and interaction. On the visual side, the text is now bolder and more legible. On the interaction side, menu items will now open on click, instead of on hover.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

Gilmar Lira

7 years ago5/9/2019

Design update

We are retiring our ancient “Your session has expired” dialog in favor of a more modern approach, similar to other financial platforms.

Customers will now be taken to the login screen once their session becomes inactive for too long. Logging back in will take customers to the same page they were previously at.

For design feedback, reach out to design@carta.com.

Gilmar Lira

7 years ago2/11/2019

Updated password creation

We improved the process of setting up the password when account is being created. Carta now instantly shows how strong is the password and gives recommendations on how to improve it.

These improvements should keep your data safer and experience to be a bit more friendly.

Connor Bathen

7 years ago2/6/2019

Browser support update

Carta no longer supports Internet Explorer 11. We are committed to deliver a great user experience, and we support all modern browsers.

Customers who try to access Carta through Internet Explorer will now be prompted to download Microsoft Edge, Google Chrome, and Mozilla Firefox.

Gilmar Lira

7 years ago1/7/2019

Grant fund investment access on your investor's behalf

If you’re using Carta’s LP portal, you can now grant an investor’s colleague access to their fund investment directly.

You can find this feature by navigating to the ‘Partners’ page and clicking on the Manage users link for a specific partner.

You can add one or more users at a time and adjust permissions to ensure they only access the content your investor prescribes.

The users you add will only see your specific fund investment and not your investor’s full portfolio.

The permissions you set restrict the type of content they can see within the fund investment. In the example below, the user can only see legal documents.

Note that Carta fund administrators handle these operations for their funds, so these customers won’t see the Manage users link in app.

We hope this new feature simplifies user access for your investors. We’d love to hear your thoughts, so don’t hesitate to reach out at investorservices@carta.com with any questions or comments.

Mara Pritchard

7 years ago11/1/2018

Information sharing for fund admin customers

As a Carta fund administration customer, you can now share your SOI, Deal IRR and Fund performance pages with your investors in-app.

We’ve made it simple to enable sharing across your investors, while providing granular controls to fine-tune access per investor. At your option, our team can help manage sharing, so that your investors can always access information from the most recent quarterly reporting period.

After enabling sharing, this investor can login to see these new views (SOI, Deal IRR, & Fund performance) in their Carta account.

We hope this feature makes it easier than ever to keep your investors informed and engaged and we’d love to hear your thoughts! Don’t hesitate to reach out at investorservices@carta.com.

Connor Bathen

7 years ago9/4/2018

Changes to acceptance reminder emails

As the SEC transfer agent for our private companies, we want every user on Carta to accept their securities.

We have updated our notifications to help remind people and keep the data in Carta up to date and accurate. We currently have reminder emails for accepting securities go out at 2, 5, 10, 20 and 30 day intervals. We have now added more reminder emails to also be sent out at 2, 3, 6 and 12 month intervals as well.

Connor Bathen

8 years ago7/19/2018

2FA Status update

We strongly recommend that you enable 2-factor authentication to keep your account secure.

If you do not have access to your device or cannot receive the code, you can raise a request to disable it through the Carta platform.

In case we do not have enough information to approve your request, you will now be able to schedule an identity verification call directly from the status update email - no need to contact support first.

Before:

After:

Connor Bathen

8 years ago7/12/2018

Switch emails in your account

You can now easily switch between your contact and additional emails on web.

Under the settings page you are able to add additional emails. Once you have multiple emails verified, you can select the email you would like to use as the main contact email.

Learn more ›

This will be available in the mobile app soon!

Ry Sullivan