Investor Updates

Carta Investor Updates allows you to send communications from the Carta platform to investors, employees, and other stakeholders on the cap-table easily through the Carta platform. We give you the tools you compose a mixed media update and attach all relevant files. Our financials templates are great for companies who are looking for guidance on what is important to investors. Recipients of the update will receive a notification and they will be able to access the update from their Carta portfolio. Companies sending update can also keep track who has viewed updates.

Investor Updates is now available to companies in the Growth and Enterprise plans. You can access more help content for this feature here.

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Acceptance Flow - Email Screen

We have introduced a new page for users accepting a security via email. You can now check if you have an account before acceptance. We’ve further improved this process and enabled users to accept a new security with an existing Carta account.

How? You will be prompted after clicking through on the email invite.

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If the email exists, you can login and accept your new security in your Tasks.

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If you’re a new user, you can register and accept the security in Carta.

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We hope this simplifies the acceptance flow for both new and returning users. For questions or concerns, please reach out to support@carta.com

Waterfall modeling - Acceleration

This past weekend we released an improvement to our waterfall modeling feature, allowing investors and companies to toggle between standard and accelerated vesting. By selecting accelerate vesting, the model will assume all equity awards will be fully vested as of the selected exit date.

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Please send questions or feedback to support@carta.com.

Updated password creation

We improved the process of setting up the password when account is being created. Carta now instantly shows how strong is the password and gives recommendations on how to improve it.

These improvements should keep your data safer and experience to be a bit more friendly.

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Scenario modeling for investors and companies

Now with Scenario Modeling, investors and companies can model exits and future rounds on Carta. This suite of features will be available for Portfolio Insights or ASC 820 customers and for companies on our Growth or Enterprise plans. Speak to your account manager about gaining access to the new tools.

You can read more about scenario modeling on our blog.

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Browser support update

Carta no longer supports Internet Explorer 11. We are committed to deliver a great user experience, and we support all modern browsers.

Customers who try to access Carta through Internet Explorer will now be prompted to download Microsoft Edge, Google Chrome, and Mozilla Firefox.

Tag your portfolio companies on Carta

Investors can now tag and categorize portfolio companies on Carta!

Find the “Manage Tags” page under the “Account” drop-down in your navigation. Here you can edit and add categories and tags.

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You can apply tags on the “Manage company profiles” page, also under Accounts. There you can add tags in bulk or on an individual basis.

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On the “Investments” and portfolio company pages, you can filter by these tags. We’re working on extending this filters functionality on more pages through-out your Carta experience.

We are excited about helping you organize your portfolio better, so don’t hesitate to send your feedback to investorservices@carta.com.

Manage closing documents for your investments

We made it easier for investors to manage closing documents for their investments on Carta. You can now upload closing documents for all your investments and view them in one place. Access closing documents from the “Documents” tab of your portfolio company page.

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For investors with Carta companies in their portfolio, you will continue to have the ability to request and receive documents from your portfolio companies.

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Have you started using Carta to manage documents for your portfolio companies? If so, send us feedback to investorservices@carta.com

A Redesigned Portfolio Experience

We’ve heard you!

You are on the go and now we are too. Investors, board members, and employees can now access their holdings data on any device.

For investors, the portfolio company page features a new overview tab. Here you can glean the most important information about your portfolio company. Portfolio Insights customers will also enjoy added granularity to the in-app reporting. We’ve made our popular bulk export feature now available for all metrics.

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Another win for all investors is the ability to upload documents to the company page. Keep track of all relevant company materials, such as board decks and legal documents, in one place.

We hope you enjoy the new experience, but we’d love to hear your feedback. Reach out to us at investorservices@carta.com.

Tender Offers: sell order UI refresh

We’ve made some UI improvements to the sell order submission workflow in the Tender Offer product:

  • There is a new customizable intro page companies can use to communicate important information with sellers
  • We’ve switched from a single-page sell order to a multi-step workflow. This includes a new navigation tracker on the left-hand side that shows sellers where they are in the process
  • Sellers can save at each step so they don’t have to complete their order in one sitting
  • We’ve also leveraged the Carta Platform team’s _ink components for a more streamlined look and feel

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