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.

Sep-21-2018 12-13-20.gif

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.