You can now model exits for portfolio companies on Carta with just a couple clicks! Instead of spending hours building complicated models in excel, with exit scenarios you can let Carta’s software do the heavy lifting and focus on interpreting the results.

Here are a couple of its best features:

Distributions: The distributions chart allows you to see a range of outcomes for your firm, top 5 shareholders, and share classes.

Goal seek: You may not have a specific exit event on the horizon for your portfolio company, but want to understand what outcome would be required to achieve a 10x return multiple, 30% IRR, or $100 million payout for your portfolio. The goal seek feature allows you to enter a desired outcome and the model will return the required exit value to achieve the outcome.

Save and share:
Once you have created an exit scenario, you are able to save and share with other members of your team.

This update is rolling out to all Portfolio Insights and ASC820 customers today, log in and check it out! Send us your feedback to investorservices@carta.com

We know things like post-money valuation, option pool remaining, and cash invested are some of the most important metrics to have top of my mind when going to board meetings, discussing follow on investments, and reviewing your portfolio. We added an ownership metric card to your Overview tab so you can quickly view these key facts about your investments.

Thank you to the people who have been part of our user research and inspired parts of this feature! We always enjoy talking to our users, please send any feedback to investorservices@carta.com.

We are now running ISO/NSO split calculations after you modify fields that could affect the status of a grant according to the $100K rule under IRC §422(d)(1-3).

If you modify name, email, grant date, option plan, or quantity for an option grant, we will notify you that that the status may change before you save. After the modification is saved, we will run the calculation and send an email to the user that made the modification if the ISO/NSO status changes.

Have you ever received a performance update from a portfolio company and thought, “this number is interesting, but how does this stack up against the forecast the team presented in January?” Portfolio Insights customers can now see how a portfolio company has forecasted and re-forecasted values through time for Revenue, Cash, EBITDA, and ARR/ MRR.

To access this feature, navigate to the Key Metrics tab of your portfolio company page and click on the “Forecasts” sub-tab.

The rows are the different statements of forecasted data by period and the last row shows actuals.

Will you use this feature to compare actuals to forecasts? Send us feedback at investorservices@carta.com.

Company administrators can now customize the column headers on the options security ledger. Selections will be saved until modified or the browser’s cookies are cleared.

We are working to add this feature to other ledgers! Please send any feedback to allie@carta.com - we would love to hear from you as we build this out.

As a Carta fund administration customer, you now have access to real-time investment and fund performance data in your Carta account.

You can now review up-to-date information on all your active investments on the SOI page.

The new Deal IRR page allows you to view granular performance data across all your investments.

Finally, our Fund Performance page provides you with higher-level metrics, including the net calculations highly valued by LPs.

We’d love to hear your thoughts! Don’t hesitate to reach out at investorservices@carta.com.

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.

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.

We’ve made some UI improvements to the sell order submission workflow in the Tender Offer product:

• There is a new customizable intro page companies can use to communicate important information with sellers
• We’ve switched from a single-page sell order to a multi-step workflow. This includes a new navigation tracker on the left-hand side that shows sellers where they are in the process
• Sellers can save at each step so they don’t have to complete their order in one sitting
• We’ve also leveraged the Carta Platform team’s _ink components for a more streamlined look and feel

You can now update the option plan that is attached to option grants and RSAs through the modify workflow.

When modifying RSAs, if you remove the plan that is attached, the shares will become a standard certificate and pull from the shares authorized instead of the option pool.

Please note - this does not track changes over time. If you need to set up multiple option plans so shares will pour over, please contact Carta customer support.

As the SEC transfer agent for our private companies, we want every user on Carta to accept their securities.

We have updated our notifications to help remind people and keep the data in Carta up to date and accurate. We currently have reminder emails for accepting securities go out at 2, 5, 10, 20 and 30 day intervals. We have now added more reminder emails to also be sent out at 2, 3, 6 and 12 month intervals as well.