Portfolio Merging - Carta Release Notes - Product Updates

Portfolio Merging
Goal: Allow users to merge their portfolios and view holdings in one view.

Audience:

• Users: Equity holder, Employees, Investors (Corporations), Investors (Fund Admin), LP
• Companies on Launch, Starter, and Growth
• Platforms: Web, iOS and Android

What’s New: Users will now be able to merge multiple portfolios into a single one using the self-serve portfolio merge tool.

• Organization: Organize and view different company holdings in a single portfolio
• Customization: Customize portfolio views by selecting which portfolios to merge

Timing: Rolled out on 09.24.2020

Resources: https://support.carta.com/s/article/merging-portfolios

Hassan Waheed