4 months ago 3/2/2026

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

10 months ago 9/15/2025

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 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:

Carta <> Tactyc Financials Integration.mp4 - Google Drive

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

A year ago 7/17/2025

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.

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 ago 3/30/2025

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 Incorporation, Stock Purchase Agreements, Convertible note and SAFE agreements), and have those documents automatically populate the fields of 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.

6. 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 company's cap table into their portfolio, investors can:
   1. Use the Scenario modeling and waterfall tools.
   2. Create and run ASC 820 valuations.
   3. Track ownership over time.
   4. 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!

Jordan Agnew

A year ago 3/4/2025

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 ago 1/28/2025

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 they hold in the Investment dashboard export.

3. Financing history now included in 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 performs 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 ago 11/20/2024

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