What’s new?

We're introducing the latest addition to our platform: the beta release of Carta Distributions. Our team has been hard at work, dedicated to simplifying the distributions process and providing a seamless experience for our users. With this release, we're transforming what was once a multi-step process into a matter of clicks. Say goodbye to cumbersome inputs and hello to streamlined efficiency.

With Carta Distributions, you can:

• Seamlessly connect to your cap table and customized distribution rules
• Automate calculations to determine holder payouts
• Integrate distributions with waterfall modeling 
• Direct holders to a dashboard that tracks their invested capital and any preferred returns that have been paid out to date  

Why it matters:

Our customers have spoken, and we've listened. Distributions are a critical aspect of their financial operations, signaling value generation for stakeholders. However, the previous tool fell short of expectations. With Carta Distributions 2.0, we're addressing these pain points head-on, enhancing user experience and satisfaction with the tool.

What’s included?

The release focuses on revamping the user experience of the Distributions tool, with support for both pro-rata and custom distribution methods. We're committed to providing a seamless and intuitive interface, making it easier than ever for our users to manage distributions.

What do I need to do?

If you’re interested in trying out the new Carta Distributions, you can reach out to your account manager or schedule a demo here.

What's next?

In the coming weeks, we'll be rolling out additional features and enhancements. Users can expect to see improvements that allow them to visualize the impact of distributions on invested capital balances across the platform. Plus, we'll be introducing email notifications to keep users informed every step of the way.