We are excited to share a new feature that gives you more control and speed when managing your portfolio. You can now book new investments directly on your Schedule of Investments (SOI), bypassing the need to contact our team for basic updates.

This new tool is a major step in our effort to open up previously internal processes and give you more control and flexibility over your data, making your operations faster and more efficient.

What’s new?

GPs can now use the new investment booking tool to independently add and update new investments to the Schedule of Investments. The tool supports all major asset classes, covering over 90% of use cases, including: 

• SAFEs
• Preferred & Common Equity
• Convertible Promissory Notes
• Fund Investments

Why is this important?

This feature will streamline your experience, with three key benefits:

• Faster updates: No more waiting for back-and-forth emails. Book investments instantly, right from your dashboard
• Full control: Update your SOIs whenever you need to, 24/7
• Audit-ready records: Easily upload supporting documents and ensure your data is accurate and up-to-date

How does it work?  

Booking a new investment is simple. 

1. From your Dashboard or SOI, select “Make New Investment.”
2. Choose the relevant fund
3. Enter the investment and asset details
4. Provide wire request information, if applicable
5. Upload your investment documentation
6. Submit

How do I learn more?

Contact your Account Manager or Fund Admin team to learn more.

What's new?

A new self-service workflow that allows company administrators to manage equity plan pour overs directly within the platform. 

A pour over allows available shares from a prior equity plan to be moved into a new plan. This new feature provides a guided flow for admins to initiate, review, and execute the transfer of shares between plans without needing to contact support.

In order to create a pour over admins will navigate to Manage Equity > Equity Plans, where they will find a new Create pour over button. You need to have to active plans in order to be able to perform the action.

After clicking Create pour over, a modal will open explaining more about the tool and provides tips, such as to perform the pour over in sandbox first. This is as a great way to model the changes before doing it in the live account.

After clicking Let's get started, enter the pour over details. Awards issued and plan amendments after the pour over effective date should be zero for the pour over to be executed. Click Next: Review and confirm to move forward.

Review all the pour over details and click Confirm pour over to execute the action.

Who is this available for?

This feature is available to all Cap table clients. Users will need full access permission to perform these actions.

This support article offers a comprehensive step by step process of the workflow as well as frequently asked questions about the feature.

What's new?

Carta's new LP Wire Dashboard provides centralized visibility of your LPs' wire instructions. You can easily track changes to LP wire instructions and ensure completeness and accuracy with a comprehensive view of payment details across all funds. 

Whether you're preparing for a distribution, conducting wire confirmations, or ensuring compliance with your firm's ongoing audit requirements, you now have a single source of truth for all LP wire instruction data across your entire firm.

How does it work?

Access the LP Wire Dashboard by navigating to the Partners tab and selecting "Wire Instructions" to see the new experience.

Centralized wire instruction oversight

• View all LPs' wire instructions across every fund in your firm in one consolidated dashboard
• Identify LPs with missing or outdated wire instructions at a glance
• Sort the columns to view which LP wire instructions have changed or been confirmed by the LP recently. 
• Use the Entered by column to have Audit visibility into who changed or confirmed the wire instructions. 
• Filter LPs based on specific criteria like missing instructions, recent updates, confirmation status or by fund. 
• Ensure compliance with internal control processes that require additional steps to be taken to verify wire instructions when changes occur. 

View Details and Export

• View the details of the LP’s complete wire information by clicking the View Details button on the far right of the table. 
• Export reports with the wire instruction status across all entities.

What's new?

Access to your Carta account can now be managed via SSO for cap table company admins.

What's important or valuable about this change?

You can link your identity management provider to Carta to ensure that access to Carta meets your company’s authentication security standards. Add, remove, and audit access to Carta in your identity management platform.

What do I need to do?

Reach out to Carta Support about adding Single Sign-On to your Carta plan. Once you’ve set up Carta SSO you’ll be able to securely and seamlessly manage access through your company’s identity provider (IdP). This helps your teams stay compliant, efficient, and confident that sensitive equity data is protected.

Learn more in our SSO Support articles. 

What’s new?

We have updated salary, total cash compensation, and equity benchmarks for all job areas and specializations across all peer groups.

Benchmark Trends

In aggregate, salary and total cash compensation benchmarks are slightly higher than our last release, increasing by slightly less than 1%. Overall, increases are larger among companies with higher valuations, while increases by level are fairly consistent. Similar to previous updates, specialization level data continues to change more than the broader sample, as sample sizes for these roles are smaller than job area level data.

Equity - Equity benchmarks are generally within 5% of last quarter’s benchmarks. Logistics and Supply Chain Management and Partnerships increased by more than 5%. Manufacturing benchmarks decreased by about 5%.

What were the largest areas of movement from these benchmarks?

Salary - Salary benchmarks for most job areas and specializations are within 2% of last quarter’s data. Research, Human Resources, and Manufacturing saw the largest increases versus last quarter

Equity - Equity benchmarks are generally within 5% of last quarter’s benchmarks. Logistics and Supply Chain Management and Partnerships increased by more than 5%. Manufacturing benchmarks decreased by about 5%.

How do I update my benchmark version?

You can also preview the new benchmarks on your Scorecard by navigating to the Benchmarks page and clicking on the "Preview benchmarks" bubble in the top left.

Here you will have the opportunity to preview the new plan with the updated benchmarks version and assess their impact on your Scorecard before accepting the new plan.

Questions?

If you have any questions about these new benchmarks, please reach out to your Customer Success Manager.

What’s new?

Carta’s new KYC AML Dashboard provides greater visibility and control of your investor KYC (Know Your Customer) checks. It allows you to easily track requests and keep on top of KYC progress with a visual summary and details for each LP. Here’s how it works:

1. Initiate and track progress 

• Invite LPs to complete KYC, including prospective LPs who are not on your Partners Dashboard, and standalone KYC checks outside of Fund Closings
• Remind investors to submit their KYC information and keep things moving
• Monitor status updates and key dates, including when KYC was last updated for an investor, and the results of daily watchlist screenings

2. Consolidate KYC tasks across entities

• Manage results for investors in multiple entities
• See investor KYC checks across jurisdictions in one place
• Ensure regulations are followed with data collection based on the entity’s country of domicile

3. Download results

• Export summary reports for an overview of investor KYC results across all entities
• Export Customer Due Diligence (CDD) reports for individual investor KYC results including risk scores that explain how a verdict was reached

What’s important about this change?

Traditional KYC providers and methods offer GPs very limited visibility into the process. GPs often don’t know how a KYC check is progressing or when it will be complete, and aren’t told why a certain verdict was reached. The KYC AML Dashboard transforms the experience of managing KYC for a fund, whether you’re onboarding LPs for the first-time or running periodic reviews. 

How does it work?

To learn more, browse our support articles about Carta’s KYC services or read our guide to KYC compliance. 

See the product in action in this interactive demo:

N.B. Carta’s KYC solution supports, but does not constitute, an AML program.

What’s new?

Spotlight is a new section on the Carta fund admin dashboard. It’s designed to sort and surface your most important workflows, starting with capital calls and distributions.

What’s important about this change?

Before Spotlight, it wasn’t always clear what needed your immediate attention upon logging into Carta, and key updates such as the status of active capital calls were not shown on the dashboard.

Now, your urgent work is surfaced on Spotlight as soon as you log in. Spotlight also consolidates activity across multiple entities, helping you save time and stay aware of priority tasks. 

How does it work?

If there is relevant activity on your account, it will appear in the Spotlight section of your dashboard. Each item is displayed as a clickable tile. Simply click on a tile to go directly to the page you need.

Spotlight currently displays:

• Capital call approvals that need your review.
• Updates on active workflows as they progress such as capital calls and distributions.

Carta Fund Forecasting now integrates directly with Carta Data Collection, allowing you to automatically sync portfolio company financials and KPIs from into your Fund Forecasting KPI Manager module. This streamlines data collection, improves data quality, and lets you immediately leverage Carta Fund Forecasting’s analytics, modeling, and reporting capabilities.

Why is this valuable:

The end-to-end flow between Carta Data Collection and Fund Forecasting simplifies the recurring process of requesting and maintaining portfolio company financials. Our team partners with you to gather and organize everything using a streamlined workflow in Data Collection, then keeps it in sync with Fund Forecasting.

This enables you to:

• Rely on financials and KPIs in Carta Data Collection as the source of truth; updates automatically sync in Carta Fund Forecasting.
• Analyze metrics over time by company and by KPI with flexible charts and visualizations.
• Build custom formulas, compute valuation multiples, and uncover deeper insights.
• Customize and deliver on tear sheets and reports focused on financials and KPIs.

Who is this available for:

This integration is available for all joint Carta Data Collection <> Fund Forecasting customers.

Reach out to your Carta Fund Forecasting account manager or fund-forecasting@carta.com for any questions.

How does it work:

How do I learn more?

Support Article: Company Financials Integration with Carta Fund Forecasting.

Watch the Q3 2025: What's New, What's Next Webinar recording

What's new?

To improve reporting related to ISO disqualification dates for holders of ISO option grants that were terminated, we have enhanced the logic used in Carta’s equity reporting suite.

Now an ISO grant will only show as disqualified in the reports if it reaches the statutory 3 month period following termination (or, in the case of a termination due to permanent and total disability or death, one year after the employee’s termination date). Users that require that an ISO grant disqualifies before these dates can enter a manual disqualification date via the modify workflow.

Carta's exercise flow already includes the disqualification logic above. This update affects only reporting. 

Why are we changing this?

Previously, there was a mismatch between the disqualification logic in Carta’s exercise flows and in the security modal versus in certain Carta reports in regards to the disqualification status for terminated ISOs. For example, if a stakeholder with an ISO grant with a PTEP of 1 year was terminated by the company, the grant would be shown as ISO disqualified before the statutory 3 months had passed in certain Carta reports. However, if the holder exercised that grant through Carta’s exercise flow within the initial 3 months post termination, the grant type, the tax treatment of the grant displayed to the holder, and the resulting records would reflect the exercise of an ISO in the Exercised and Settled Report.

With this update, for the example above, up until the initial 3 months pass, the grant will not reflect ISO disqualification in Carta reports. It will reflect an ISO disqualification date in Carta reports only once the 3 months statutory period is over.

Where can I learn more?

For more information on Carta's equity reporting suite, refer to our dedicated support article.