New: Biometric KYC Verification - Carta Release Notes - Product Updates

4 months ago 3/2/2026

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?

Enter KYC: Start the KYC process either within the Subscription Documents or Identity Verification task.
Choose a method: Upload a photo of a government ID or scan the provided QR code to take a photo of the ID.
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