You can now get a comprehensive view of interest holders, including demographic information, interests issued to them, and documents shared with them. Additionally, you can now track employee IDs in Carta.
What's important or valuable about this change?
Enhancements to the interest holder details provide a single source of truth in Carta for who each interest holder is, what interests they hold, and which documents have been shared with them.
When you record an Employee ID with each interest holder in Carta, you can use it as a unique identifier to streamline reporting across Carta and other systems such as payroll.
What do I need to do?
To get a comprehensive view of an interest holder you can click on any row of the interest holder ledger. This will open a page with various tabs to view the holder details, view all interests that have been issued to them, and view all documents that have been shared with them.
To track and report on employee IDs, edit an interest holder to add their employee ID. Shortly, these employee IDs will also be pulled into our excel based reporting.
View the interest holder demographics in the Summary tab of interest holder details.
View the interests issued to this holder in the Holdings tab.
View the documents associated with these interests and shared with this holder in the Documents tab.
How do I learn more or get help?
For more information, visit our support site.