Inline tags for Company Investments

Who this affects: Investors with company investments on Carta

What's new: Investors can now see and add tags inline on our Company Investments page. This will allow users to filter their investments by tags.

How it works:

Tags are completely customizable. Users create a tag category and then add a the tags relevant to their investment strategy.


To see all tags for each investment, hover over the tags column.

To add new tags to an investment, users click the "edit tags" button. They can then search their tags or add a completely new tag.