We're introducing GP Carry Tracking to eliminate the complexity and risk of manual carried interest management—creating an entirely new way to automate GP entity accounting and carry administration all in one integrated platform.

What's new?

We've built GP Carry Tracking from the ground up to solve the challenge of managing complex carry allocations and GP entities that are time-consuming, error-prone, and difficult to track across funds.

• Two integrated solutions in one platform: Manage both GP Entities and GP Carry on one platform, with automated data flows between fund-level events and individual GP member allocations.
• Real time carry & capital account balances: Fund events that impact the GP entity flow through automatically, enabling interperiod reporting on carry and capital balances for GP members.
• Complete Carry Visibility: Track vested and unvested carry percentages, capital commitments, and accrued carry amounts all in one view.
• Automated PCAP Generation: Generate and share partner capital account statements directly from Carta, giving GPs full transparency into their carried interest with detailed breakdowns powered by the Carta general ledger.
• Streamlined Carry Administration: Issue multiple carry grants to recipients while standardizing vesting plans across your firm. Auto-generate and execute legal documents through templated workflows that eliminate manual document creation.
• Intelligent Rebalancing: When unissued or unvested carry gets allocated to managing members, our system automatically records and accounts for these changes with downstream transactions rebalancing carry accordingly.
• Self-Service GP Portal: Transform complex legal language into an intuitive interface your partners can explore independently. Access PCAPs, K-1s, and financial reporting without back-and-forth emails or spreadsheet requests.
• Deep Financial Insights: Dive into the numbers for any reporting period with views powered by our general ledger that show exactly where each figure originated, with a complete audit trail included.

Curious for more?

If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call.

We’ve improved the way you manage user access on Carta Fund Admin with a new layout for the People page and more intuitive permissions workflows. Only the look and feel of the page has changed—underlying access settings for all your users remain the same.

How it works

It’s now easier to see permissions at a glance on the People page, with access levels listed under Roles for each user and a breakdown by entity shown by hovering over the table.

Creating a new user is more straightforward, too. Each role is clearly defined during the access configuration process, so you know exactly what permissions you’re granting.

We’ve introduced a new flow for adding service providers – such as auditors – to your Carta account, so you can give external users the right level of access.

You’re also able to copy permissions from an existing user, streamlining the setup process and standardizing access across your firm.

Why it matters

With this release, you can manage permissions more efficiently and consistently. It’s now easier for you to ensure firm members and service providers only have access to the data and features necessary for their roles, reducing the risk of unauthorized access. 

Availability

The new People page is available to all Carta Fund Admin customers. Only account admins are able to view and edit permissions for their firm.

Anything else I need to know?

Stay tuned for additional improvements to Carta permissions, including new role-based access levels for firm members.

Learn more

• How to manage users on the People page
• Get in touch

Your Investments Dashboard is getting a major refresh, delivering more interactive controls, clearer visibility into the metrics you care about most, and new customization tools, all integrated into a single unified experience.

What's new?

We’ve started rolling out major upgrades that significantly improve your ability to view and customize investment data at the firm, fund, and portfolio company level. 

• More data: We've introduced new metrics and integrated asset-level data directly into the new experience. Instead of navigating separately to your fund view to the metrics on the SOI, everything now lives here.
• Dynamic Tables: Navigate data easily with sticky headers, infinite scrolling, and dynamic column widths.
• Flexible Grouping: Group by Fund to view roll-ups and performance at different aggregation levels.
• Powerful Tagging: Create, apply, and filter investment-level tags to organize by geography, industry, fund, or custom categories.

Coming Soon

We're rolling out additional enhancements in the coming weeks:

• Filter by fund, fund family, or tags: Easily filter your dashboard view by specific entities, making it faster to find and review exactly what you need.
• Export your view: Export everything displayed on your screen, including new asset-level details and any applied filters.
• Group by fund: Currently, your data is grouped by company. Soon, you'll have the option to group investments by fund entity for greater flexibility and insight.

Curious for more?

If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call. Additional details can be found in this support article.

Now, customers can sync expenses from Ramp cards directly into their Carta Fund Administration.

Stay ahead of your firm’s spend with real-time visibility into your Ramp corporate card expenses. With transactions flowing directly into your general ledger, you get a more connected, accurate view of your firm’s financials.

How this helps:

• Real-time Financial Visibility: See your financial position without delay—down to the transaction level. Now you can easily update your GL by syncing your latest expenses straight from Ramp.
• Accurate and Consistent Reconciliations: Speed up month-end close with built-in categorization rules. Use our pre-built mappings (or create your own) to populate your Carta general ledger accounts based on your Ramp categories.
• A Single Source of Truth: Maintain audit readiness with full transaction-level visibility. Sync expenses as soon as they’re ready or hold them in Ramp’s review queue until approved. Drill into every detail from within your Carta GL.

Why this matters:

Disconnected expense data slows you down. With Carta and Ramp working together, you can confidently manage spend, simplify reporting, and keep your books in order—without switching between tools.

Who this is available for:

This is immediately available for Carta Fund Admin customers who have a management company on Carta.

Don’t have your management company on Carta? Or unsure if you do? Reach out to your Fund Admin team or navigate to “Management Companies” towards the bottom of the left-hand menu in your Carta account.

How to get started:

It’s simple to get set up with Carta's Ramp integration in just a few steps. Start by completing the Ramp task in your Carta dashboard to connect the two platforms.

See additional details for more on enabling the integration and getting started.

Tactyc now integrates directly with Carta Fund Admin, allowing you to automatically sync fund cash flows from the GL into your Tactyc fund construction model. 

Overall, the integration accelerates your ability to leverage Tactyc’s powerful forecasting tools and insights. With immediate access to fund accounting details, you can more quickly track capital activity to ensure up to date performance metrics and data driven forecasting.

Why is this valuable:

The Fund Admin integration between Carta and Tactyc removes the need to manually input monthly cash flows into your Tactyc model—resulting in more accurate, timely, and complete fund performance data. 

With this integration, you can:

• Review and approve partner details, commitments, capital calls, distributions, management fees, and fund expenses
• Save time by syncing real actuals instead of relying on outdated or estimated figures
• Improve accuracy of forecasts and performance metrics like IRR, DPI, and TVPI
• Enable scenario analysis that adapts in real time as capital activity changes
• Streamline LP reporting and internal reviews with updated data

Who is this available for:

This integration is available for all joint Carta Fund Admin <> Tactyc customers. 

Reach out to your Tactyc account manager or tactyc@carta.com for any questions.

How does it work:

How do I learn more?

Carta Support Article: Tactyc's Fund Admin Integration with Carta.

Signup for the Carta <>Tactyc Webinar on May 28. Henry Ward (Carta CEO) and Anubhav Srivastava (Tactyc Founder) will be joined by Sophie Seston from Active Impact Investments. The recording will be available afterwards as well.

Anything else I need to know?

Stay tuned for additional release notes in June, covering Carta integration enhancements and updates.

What’s New

Easily and securely share financial statements as part of your investor updates. Connect directly to your accounting system, select the desired time frame, and include a one-time snapshot of your financials in your next investor update – all within Carta’s investor updates tool. 

Why is it Valuable

Most portfolio companies send investor updates once a quarter. With a one-time setup to connect your accounting system, you can make all future updates faster, easier, and more comprehensive for both you and your investors. 

Easily select and review financial statements before sending. Using Carta’s communication center, you can control who sees your data, conveniently import your investor list from the cap table, and allow investors to securely view and reply to your updates—including cap table and financial statements–all in one centralized, trackable location.

How does it work

You can set this up by:

1. Get your Quickbooks or accounting software login information
2. Navigating to your Carta account
3. Go to the Communications Center
4. Click on ‘New Message’
5. Choose any template you want to update your shareholders about
6. Under import financials click Connect to use QuickBooks or See all for the other providers available

1. Once you’ve prepared connecting your accounting system and composed your investor update, you can review your financial statements. 

1. In the review screen you view the data from your accounting system, select the period, and add notes you want your investors to see alongside the data. 
2. After you submit the investor update message with the imported financials, the financials will appear under Company Financials view.

What recipients will see:

1. After a message is sent, the recipient receives an email notification with a link to view it. 
2. New users are prompted to create an account, while existing users are taken directly to their Carta inbox.

1. If financials have been imported, the investor will be able to click View Company Financials link and view the uploaded documents directly in the Financials tab, monthly and quarterly view.

Who is this for?

Authorized company administrators or users with the new Investor Relations permission, can set up the financial integration and send messages to investors through the communications center.

How do I learn more or get help?

Learn more about our Investor Updates and Communication Center here. For feedback about this new feature, communication center, or Carta you can reach out here!

This week we rolled out a new feature for Investors: AI powered document extraction in the Cap table builder. Investors can now upload relevant documents about a company in their portfolio (Articles of Incorporations, Stock Purchase Agreements, Convertible note and SAFE agreements, have those documents automatically populate the fields the cap table builder.

How it works:

1. Investors can add a new company (or edit an existing company) in their portfolio

2. When adding a new company they can input the company name and upload any of the documents they have about the company's ownership structure

3. The cap table builder will read the documents and begin to build out the structure of the cap table

4. The feature will then guide the user through the cap table builder with any field read from the documents pre-filled. This includes the ownership structure and the funds holdings, provided they were available in the Articles of Incorporation and Stock Purchase Agreements.

5. You can review and edit any field in the builder. Once complete it will guide you to the capitalization page of the new portfolio company. 

4. As your portfolio company's cap table evolves over time, you can edit the cap table for any changes using the same workflow.

You can edit the company via the Investments page (Investments > Manage portfolio > Edit) or on the company's capitalization page directly (Company > Capitalization > Update cap table)

Benefits of using Cap table builder:

1. The cap table builder allows investors to load in any of their portfolio companies not using Carta to share their cap table with them. 
2. By adding a portfolio companies cap table into their portfolio, investors can:
   1. Use the Scenario modeling and waterfall tools
   2. Create and run ASC 820 valuations
   3. Track ownership over time
   4.  Have a single source of truth for all their portfolio companies' cap tables.

As part of this release we are now enabling Cap table builder for all funds who pay for any of Carta's fund products!

If you have any questions or feedback you can reach us here!

LPs can now nominate a witness to provide a digital witness signature to their subscription documents during closings. 

What’s new?

Certain jurisdictions legally require a witness for subscription documents. A witness is a third-party individual who observes someone signing a document and provides a signature themselves to confirm that the original signature is genuine.

Previously, signature witnessing was a clunky process which involved downloading and signing physical documents. Now, signatures can be securely witnessed online in a few clicks. 

Who is it available for? 

Digital witnessing is available to fund administration customers and their LPs when closing a fund domiciled in the UK, Jersey, Singapore or the Cayman Islands.

How do I use it?

As an LP:

Upon signing the subscription documents, you will be prompted to add a witness and enter their details to complete signing. The witness will then receive an email. You can nudge the witness by resending the signature request email. 

As a witness:

You will receive an email informing you of the witness signature request.

Follow the link in the email to witness the signature on the LP’s subscription documents. 

After you have signed, you’ll receive an email confirming that the process is complete. 

As a GP:

You’ll be able to track the progress of signatories within Carta. 

When all signatures are complete, you can countersign the subscription documents. 

When your financials are ready to be published, you now have the option to share them with a separate file attachment instead of grouping the attached file to the financials document. This means that your LPs will receive 2-3 separate files (depending on if you are also sharing PCAPs) in their Carta account and/or email for them to download.

To do this, navigate to the financial package that is ready to approve. Select approve and publish or approve and schedule. Check yes next to the question 'Would you like to send the package with an attachment?' and select 'Attach as separate file' to the question 'How would you like to attach the file?'. You will then upload the file, indicate what type of document it is, and name it. 

Once published, you will see the documents in the Fund > Partners > Documents page. That same document can be found on the LPs side in their portfolio. 

If you selected to notify the LP about the documents shared, the LP will receive an email notifying them of the new documents existence.

Tactyc now integrates real time cap table data into its forecasting and planning platform. The connection to Carta streamlines the process of adding investments data in Tactyc, providing fund managers the ability to make data-backed decisions with greater speed and accuracy. 

Why is this valuable:

Historically, investment updates have needed to be manually uploaded and maintained in Tactyc. This process is often time-consuming and error-prone, making it difficult to ensure current forecasting for your fund is accurate and up to date. 

You can now sync ownership and financing history for all portfolio companies tracked on Carta. Starting from the fund's initial investment, all subsequent financing rounds will get pulled into Tactyc, regardless of whether you participated or not. The new Tasks and Notifications page will also prompt weekly in-app notifications and review for cap table updates including new rounds for existing investments, net new investments, and newly granted cap table access. 

Overall, the integration accelerates your ability to leverage Tactyc’s powerful forecasting tools and insights. With immediate access to real time cap table data, you can more quickly track how you're following your original fund construction plan across pacing, reserve optimizations, portfolio insights, and more.

Who is this available for:

This integration is available for all Tactyc customers who have an investment firm account in Carta, with accepted securities issued from portfolio companies on Carta.  If you need assistance with portfolio consolidation to one main firm account, reach out to our team at tactyc@carta.com.  

Basic cap table access or higher is also required to pull in a portfolio company's details — learn more here.

How does it work:

1️⃣ Set up the integration by going through a Carta mapping and data review workflow in Tactyc

2️⃣ Once data has been approved, Performance Cases in the respective Investments page will update with Carta sourced data 

3️⃣ Re-sync Carta data on demand, prompting review and approval for Carta updates across new rounds for existing investments, net new investments, and newly granted cap table access.

How do I learn more?

Carta Support Article: How to Leverage Tactyc's Integration with Carta.

Signup for the Carta Product Webinar on April 1.

Anything else I need to know?

Stay tuned for additional release notes in Q2, covering Carta integration enhancements and updates.