Carta Fund Administration clients can now access both company investments and fund overview information on the Carta iOS and Android apps. This will help investors get information on the go.
Who this affects
Fund administration clients
Fund administration clients can now view both company investments and an overview of their fund entities on Carta.
- General partners can view and search through the company investments
- The new fund overview page provides a summary into the fund investments and also the top five investments, which can be filtered based on Gross IRR, Cost, Value, Gain/Loss, and Multiple.