New capital call and distribution experience - Carta Release Notes - Product Updates

New capital call and distribution experience

What's new?
Send capital calls and distribution notices to your investors in a few clicks.

What’s valuable about this change?
You can now approve a capital call or distribution and send notices to LPs immediately or schedule them for a later date.

What do I need to do?

  1. Log into your Carta account
  2. Select a task to review a capital call or distribution in your Activity tab
  3. Review the amounts table
  4. Approve the capital call and send notices to your investors immediately or schedule them

New capital call experience on Carta

How do I learn more or get help?
Get in touch with your Account Manager or talk to one of our representatives today.