Manage your investor relationships through the new Investor Relations page! 

What’s new? 

The Investor Relations page consolidates common workflows for company admins who are responsible for managing investor relationships. The page offers a detailed ledger for each investor and keeps track of any information requests they've sent your way, so nothing gets missed. 

Who is this available for? 

This is available for all companies who receive requests for information from their investors through Carta. Admins with company editor or full access privileges can view this page. 

How do I use it?

Log into your account on Carta and navigate to the Investor relations menu item. 

Respond to any outstanding Investor requests directly through the ledger and fill out the request for information form (RFI)

You'll be able to re-submit or edit your submission through the ledger until the request is marked as completed by the requestor.