Automated, investor-ready tear sheets

Authors:

Leah Rodriguez, Annette Faynburd

Read time:

1 minute

Published date:

6 January 2026

Build, preview, and export portfolio company tearsheets with a few clicks, reducing the production timeline from days or hours to just minutes.

Increase accuracy by pulling data directly from Carta

Powered by Carta’s new Data Warehouse, the Tearsheet Builder uses data that already exists within your Carta account. We consolidate your portfolio company logo, descriptions, KPIs, cap tables, and investment history, and automatically populate it into a template for easy PDF export. By centralizing and validating data in one location, the Tearsheet Builder eliminates the risk of using outdated or disparate information, ensuring your underlying metrics are traceable and ready for investor scrutiny.

Deliver consistent, professionally designed on-brand investor communications

We provide professionally designed templates to help you maintain consistency without requiring external design expertise. By automating the production of these professional investor communications, you compress the reporting timeframe. You can select the metrics you’d like to include and the companies that you’d like it created for and easily export completed tearsheets that are ready to be shared with investors, ensuring a seamless and professional distribution process.

Automatically generate portfolio company tear sheets

Learn how to generate and download detailed tear sheet reports for selected portfolio companies in bulk.

Authors

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.

Annette Faynburd
Annette has more than 10 years of experience in fintech and banking. Annette is a Product Lead for Carta's Data Warehouse and API platforms, helping drive ecosystem connectivity and streamlining data access for customers.