## A Stronger Cap Table and Reporting Experience for LLCs on Carta Core We’re rolling out improvements to make your cap table and equity reports more accurate, more complete and easier to navigate. ### What’s new This update improves the visual interface of the cap table and expands access to the latest equity reports. LLCs using Carta Core will now benefit from the enhanced experience already available to corporations, including: - Modernized cap table UI - More reports (40+ available) - Cleaner formatting and easier navigation - Improved report precision for flagging potential data issues ### Why it matters You’ll spend less time combing through reports and more time acting on insights. With better coverage of edge cases and clearer views into your company’s data, this update helps you make confident decisions faster. ### Where to find it You’ll see these changes directly in your Cap Table and **Essentials > Run reports** pages. No setup required, just log in and explore. ### What’s next This is the first phase of a broader rollout. We’re starting with LLCs that don’t issue PIUs or CBUs. Rollout to all LLCs will continue later this year and into Q1. --- ## 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. --- ### [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 account they will be able to create, schedule and download investment confirmations. **How to request audit confirmations from the audit portal** ### For Funds GPs and Fund CFOs are able to view auditor's selected portfolio companies, review the contact information, approve the confirmations being sent to the portfolio companies. **How to approve audit confirmation selections (GPs)** ### For Companies For companies, it’s 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 a request at: [Request form](/content/waitlist/audit-confirm/index.html) --- ## Early access: QSBS Attestation for individual shareholders ### What’s New You and our shareholders can now see exactly which securities are eligible for the QSBS tax benefit on Carta. Companies who purchase a QSBS Attestation letter with Carta can share a personalized version of their QSBS attestation letter with their individual shareholders. ### For company administrators Give your shareholders access to a personalized QSBS statement in their portfolio with one click. Log into Carta.com -> navigate to the QSBS Tax Break page -> click on 'Share QSBS Attestation'. ### For individual shareholders with QSBS eligible securities When viewing your portfolio on Carta, you will see a banner on top of any company that you hold QSBS eligible securities. If your company has shared the QSBS attestation with you, you will be able to download the statement directly from the main portfolio page. ### Personalized QSBS statements The QSBS statement will show you a personalized snapshot of the QSBS eligible securities you hold as of the download date. The PDF can be used to share with your tax or legal advisors when going through the sale of your shares or discussing your personal situation. --- ## New release in Beta: Add Carta Tax Advisory to your company's Slack ### What’s New Companies can now add Carta Tax Advisory to their Slack. The new Slack app allows employees to book 1-1 sessions, visit our video education center, and see their post-session recap from their personal Carta Equity Tax Advisory. ### What do I need to do? Company admins can log in to their Carta account and view the installation link on the Equity Tax Advisory page. --- ## Introducing Carta's New Navigation Experience for Companies ### We’ve made some improvements Beginning in May 2023, we are launching a new navigation experience - making it easier than ever to navigate your cap table, create and issue new securities, and manage relations with your stakeholders. ### Terminology that just makes sense We have also updated some of the terminology that appears throughout the Carta platform to clarify specific tasks and workflows. | New | Old | Where do I find it? | | --- | --- | --- | | Dashboard | Company summary page | Dashboard | | View cap table | View by share class | Essentials
Note that this page will still be labeled View by share class under the Cap Table menu | ### FAQs **Why is Carta making this change?** Carta offers a wide range of products and services, and users sometimes get lost as they look through menu items in an effort to find the workflow or platform page they need to access. **Can I revert back to the old navigation experience?** No. Our research has shown that our new navigation menu is not only more intuitive for users, but also faster. --- ## Faster ACH Processing Times for Money Moved on Carta Starting today, we are launching a new feature that will reduce the ACH transaction processing time for money movements on Carta by 33%. Previously, most ACH transfers took 6-7 business days to complete. We have made a few infrastructure changes to reduce transfer times by up to 2 business days. ### Who is this for? This change will impact all private and public corporations who move money directly on Carta, as well as holders of securities from these firms. LLCs will not be impacted by this change. ### How long will my transfers take? There is a slight variation in how long ACH transfers will take depending on what type of transaction the company or holder is making. The estimated processing times for the following transactions are below: - SAFE Financings transactions: 4-5 business days (previously 6-7 business days) ### I am a company administrator. How do I approve exercise requests in Carta? Company administrators are able to individually review the submitted online option exercise requests and historical option exercises from the Transactions > Exercises page on Carta. --- ## Health Check Dashboard [Early Access] The Health Checks Dashboard allows you to identify, understand, and take action to fix data inconsistencies in your Carta account. It is currently rolling out to select customers under “Early Access”. ### Who can access the dashboard You must be a Company’s Legal Administrator, Company Editor, or Company Viewer to see the dashboard. ### Fixing a Health Check Error There are two types of Health Checks- ones that can be fixed by a company user and ones that require a Carta team member to make the underlying changes.