As a Carta fund administration customer, you can now share your SOI, Deal IRR and Fund performance pages with your investors in-app.

We’ve made it simple to enable sharing across your investors, while providing granular controls to fine-tune access per investor. At your option, our team can help manage sharing, so that your investors can always access information from the most recent quarterly reporting period.

After enabling sharing, this investor can login to see these new views (SOI, Deal IRR, & Fund performance) in their Carta account.

We hope this feature makes it easier than ever to keep your investors informed and engaged and we’d love to hear your thoughts! Don’t hesitate to reach out at investorservices@carta.com.