Holding Summary for Investors on iOS

For investors, we’re excited to bring updates to the iOS app, which now showcase the same great portfolio companies’ summary info that you’ve seen in the web experience.

Depending on the level of access for your account, you’ll see data, including:

  • Investment cost
  • Value of the holdings
  • Gain/loss calculations
  • First holding date
  • Gross IRR
  • Gross return multiple
  • Ownership percentage

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In the coming weeks, stay tuned for more updates as we improve the investor experience within the iOS app.

Don’t have the app yet? Get it now!

Design update

We are retiring our ancient “Your session has expired” dialog in favor of a more modern approach, similar to other financial platforms.

Customers will now be taken to the login screen once their session becomes inactive for too long. Logging back in will take customers to the same page they were previously at.

For design feedback, reach out to design@carta.com.

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Document sharing from iOS app

We’re listened to your feedback and added the ability to share and export documents for later viewing or printing. You can access these capabilities on any document viewing screen, by tapping the share button at the top right.

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Don’t have the app yet? Get it now!

Board Resolution Approval on iOS

We’ve released a new feature today, which allows board members to approve resolutions right from the iOS app.

You’ll be able to see the full resolution documents, the board members who are able to approve the resolution, as well as approval status and progress.

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We’ve also included updates to improve your app experience including:

  • A native password reset flow
  • Automatically filling in your email address during the registration process

Don’t have the app yet? Get it now!

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.

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