Custom reporting product updates

What's new?

We are making updates to the equity reporting experience on January 9, 2023.

What's important about this change?

Next year, users will gain access to new reports on Carta. Some of these updates will include auditable equity plan balance and cap table reports. As part of these improvements, we will be limiting features like flexible columns and filters for Custom Reports starting January 9th.

What do I need to do?

We recommend that you download any reports that you may need to reference in the future. However, you can access the data you need using our extensive library of report templates after January 9th.

How do I learn more or get help?

Please reach out to our Support team using the In-App Help Center. Log in to Carta.