Automated Preferred Return
Carta now supports automated preferred return waterfalls.
What’s valuable about this change?
If you have a preferred return hurdle, your Fund Admin team will automate and review waterfalls directly in the Carta app. These improvements enable us to process more complex calculations in real-time, resulting in faster book closures, more secure data entry and the ability to view fund metrics in the app as they happen.
What do I need to do?
No action is needed. Your teams will start to calculate this performance hurdle online immediately.
How do I learn more or get help?
Reach out to your account manager or talk to one of our representatives today.