Streamline the audit confirmation process

Authors:

Leah Rodriguez, Jordan Agnew

Read time:

1 minute

Published date:

6 January 2026

Our latest update lets your fund, auditors, and portfolio companies seamlessly manage investment confirmations and valuation questions.

Transparent and efficient investment holding verification for multiple stakeholders

Auditors can create, schedule, and download all necessary investment confirmations directly within Carta.

General Partners (GP) and Fund CFOs can maintain control by reviewing the auditor’s selections and approving all confirmations before they are sent to your portfolio companies.

Portfolio companies can quickly respond and digitally sign the confirmation requests in just a couple of clicks on Carta, attach additional supporting documentation requested by the auditor. This eliminates the need to download and fill out documents.

Providing clarity around private investment valuations

Auditors can use the audit confirmation tool to ask additional questions to gather supporting documentation directly from the portfolio company. This information is helpful for the auditor to evaluate the fair value of the portfolio company determined by the GP or Fund CFO. Companies can respond to audit confirmations and optionally attach documents to answer the additional questions asked by their investor's auditors.

To learn more, visit the support article.

Access the audit documents tab by navigating to Reports & Documents > Audit.

Author: Leah Rodriguez

Leah Rodriguez is a Principal Product Marketing Manager based in Carta's New York office. She leads messaging and go-to-market strategy for the Middle Office product solutions and has previously supported the Corporations product, including fundraising and valuations.

Author: Jordan Agnew.

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