We’ve introduced a few updates to Data Rooms to provide you with a secure and streamlined way to upload and share documents from within Carta.
Centralize document storage and sharing workflows in Carta
With the new sharing capability, you can:
- Increase efficiencies and gain a single source of truth by centralizing your document storage and sharing workflows within Carta
- Streamline the investor due diligence experience during fundraising by inviting them to view documents in a dedicated fundraising Data Room
- Provide external parties secure access to documents during annual audits or create Data Rooms for sharing quarterly updates with interest holders
Admins can manage Data Rooms by navigating to the Documents tab.
Here, you can create a new Data Room by clicking the button in the top right corner.
Upload documents into the Data Room and organize them in folders.
You can share data rooms by clicking the Manage data rooms button and then Manage sharing.
Share Data Rooms with others using their email address. You can also see who you’ve already shared the Data Room with.
People you share Data Rooms with will receive an email from Carta inviting them to log-in to their Carta account or create an account to view the Data Room.
For more information on Data Rooms, please visit our support site.