Custom messages in Board Consents

We’ve made some improvements to notifications in the Board product. Now, when you publish a consent, you can write a custom message that will be included in the email notification that goes out to your board members.

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You can also preview what the email notification will look like to board members by clicking the “preview email notification” link:

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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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Safer 2FA reset process

We now ask for a photo that you can take with your smartphone in just a few seconds. The new process is following best practices in security and makes the process for 2FA reset much faster and safer for our users.

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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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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.

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.

New way of managing board members

Now Board admins can manage access to board room under “Company > Roles and Permissions > Board”. We streamlined adding members, made status of invitation visible and moved company access to “People”.

Admins can also now resend invitation to board members who didn’t accept invitation to join Carta.

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