Reports: securities ledger grouped by type - Carta Release Notes - Product Updates

Reports: securities ledger grouped by type

One of the most used reports “Securities ledgers by type and class” got an upgrade. Now you can see securities grouped by type of security which simplifies navigation and makes it easier to run analysis for a type of security (Shares ledger, Equity Awards Ledger, Warrants Ledger, etc).

You can find it under Capitalization > Reports > Ledger report by type

Alex Chen