The Carta Chrome CRM extension brings your CRM directly into the browser — detecting contacts and companies as you browse, surfacing existing CRM context inline, and letting you capture or create records without switching tabs.

Why is this valuable?

Deal teams and investor relations professionals spend most of their day in the browser — researching targets on LinkedIn and visiting corporate websites. Previously, capturing a contact or logging context meant switching to the CRM and re-entering everything manually. Now the CRM comes to where the work already happens.

What can I do with the Chrome extension?

On LinkedIn 

• Existing contacts : When viewing a LinkedIn profile already in Carta CRM, the extension shows the contact's notes and full CRM context. Add them to a list and create or edit notes directly from there.
• New contacts: Add new contacts with one click, without switching to the CRM. The enrichment platform then fills in missing details automatically.

On Company Websites 

• Context: Surface any matching CRM record and shows associated deals, notes, investors, and fundraisings inline, giving you full background at the point of action.
• Capture: Create a new deal, company, investor, or fundraising record and tag a note — all without leaving the site.

How do I install the extension?

Install the Carta CRM Chrome extension directly from the Chrome Web Store. Once installed, browse to any LinkedIn profile or company website and the extension will detect relevant contacts and companies automatically. You need a Carta CRM subscription to use the extension. 

Introducing the ability to send securities transfer instruction request emails and track partners' securities account status directly within Carta, eliminating the need for offline emails and improving visibility into the securities account status.

Why is this valuable?

Managing in-kind distributions is now more seamless and efficient for both GPs and LPs:

• In-App Email Delivery & Customization: Initiate, customize, and send request emails directly from the Partners tab of each fund entity—complete with your firm's logo and tailored messaging.
• Direct LP Frictionless Navigation: Request emails include a secure link that routes LPs directly to the Securities Transfer Instructions section of their portfolio for the given investment, ensuring quick and accurate completion.
• Real-Time Status Tracking: Add the new Securities Transfer Instructions column to your Partners table view to instantly monitor securities account setup progress directly in Carta without needing manual data exports.
  
  

Who is this available for?

In-app Securities Transfer Instruction requests and tracking are available to all Carta Fund Administration clients and their investors. 

To get started, navigate to your fund entity’s Partners tab and click Request Transfer Instructions > Securities Instructions to customize and send request emails to LPs. You can also adjust your Partners table view to add the Securities Instructions column for real-time status tracking.

Say goodbye to manual data entry—our new AI-Assisted Wire Account Creation feature uses advanced automation to handle the heavy lifting for your wire setups.

Why is this valuable?

Managing your banking details should be effortless. With AI-Assisted Wire Account Creation, you no longer have to struggle with cross-referencing messy wire instructions, guessing how to map nuanced data points to Carta's wire form, or entering the information manually.

With this new feature, you can simply upload your bank's wire instructions in PDF or image formats, and let our system handle the rest:

• Automated Data Extraction: Our system instantly extracts the relevant financial information and pre-populates the appropriate fields for you.
• Eliminate Manual Errors: By removing the need for manual data entry, this feature prevents typos, missing fields, or formatting mistakes before they cause processing delays.
• Streamlined Workflow: Complete your wire account setup with significantly greater speed, ease, and confidence.
  
  

Who is this available for?

AI-Assisted Wire Account Creation is now available to all Fund Administration clients and their investors. To get started, simply navigate to your Payment Settings section and upload your bank's wire instruction document to see the auto-population in action.

In several states (such as California, Texas, and Washington), any assets acquired during a marriage are generally considered owned 50/50 by both spouses.

Without this form, a company faces several risks:

• Divorce Complications: If a couple divorces, a judge might award half of the equity to the ex-spouse. The company doesn't want an "accidental" shareholder who isn't an employee or who might be hostile to the business.
• Transfer Restrictions: Most equity agreements have "Right of First Refusal" (ROFR) or specific transfer restrictions. A spouse who hasn't signed the agreement might claim they aren't bound by those rules.
• Voting Rights: The company wants to ensure that the voting power remains with the person actually involved in the business.

The spousal consent can be a separate document, but it is almost always bundled within the same "package" as the grant agreement, as an attachment or an exhibit. 

While the Grant Agreement is the contract between the holder and the company, the Spousal Consent is a side-agreement between the spouse and the company.

How do I use it?

To get started, navigate to Essentials > Manage Equity > Vesting and securities templates.

Once there click on Create document set.

Choose the security type > add the template name > provide the the file and click next.

Wait for a moment while Carta's AI reads the document and places the variable on all the right places.

Once done, make sure that spousal consent related fields are selected. This is key for the spouse to be able to sign the document through Carta.

While reviewing you can click on each page of the document and see how it will look like

Once ready, click Save document set below.

Once the holder accepts the security through Carta, they will be able to add their spouse information.

Add spouse information.

Accept the security.

Once that's done, the spouse will get a one time login via email.

They will then fill out their information, as it was added to the document set.

Finally, once that's done, the holder gets an email confirming their spouse has finished signing the document via Carta.

We’re excited to announce the launch of In-app Securities Account Collection, designed to streamline your next in-kind distributions with enhanced security.

Why is this valuable?

Managing in-kind distributions just got a lot easier. With In-app Securities Account Collection, you can now give your investors a secure, self-service portal to submit and manage their securities account details directly within Carta.

• Investor Self-Service Experience: Your investors get a secure, guided workflow to input and manage their securities account details directly through their Carta profiles, completely eliminating tedious email chains and messy shared folders.
• Built-In Data Validation and Encryption: Sensitive investor data remains secure inside Carta's centralized, encrypted platform. Plus, built-in data validation instantly verifies 4-digit DTC numbers and account formats during setup, preventing errors before they delay settlements.
• Full Traceability Through Data Export: You can now easily track completion status and instantly spot which investors have not yet provided their transfer instructions. You can export a unified list of investor-submitted details before the distribution begins, giving your team complete traceability and peace of mind that nothing is missing.

Who is this available for?

In-app Securities Account Collection is available to all Carta Fund Administration clients and their investors. To get started, invite your investors to log in and self-submit their securities transfer instructions directly in Carta by following the steps in this video:

Once your investors have submitted their securities account details, you can easily export their instructions by navigating to your fund entity’s Partners tab > Export > Export securities accounts.

How do I learn more?

You and your investors can learn more about this feature in our detailed guide within the Carta Support Center.

We’re excited to announce the release of Biometric KYC Verification, making it significantly easier and faster for LPs to complete their Know Your Customer (KYC) tasks on Carta. 

Why is this valuable?

Move from setup to capital deployment faster. Traditional KYC is a manual hurdle that creates friction for LPs and delays onboarding. This update replaces legacy data entry with a biometric-first workflow—eliminating administrative overhead while ensuring the highest level of data integrity and compliance.

What’s new?

• Instant identity verification: Individual LPs can now verify their identity by scanning a government ID using their desktop or mobile phone—replacing a manual process with a streamlined flow completed in just minutes. 
• Simplified data requirements: For US Investor KYC Due Diligence, we have removed redundant fields to further simplify the process for LPs
• Mobile-first flexibility: Investors can instantly transition from desktop to mobile via QR code to capture high-resolution ID photos, ensuring a higher success rate and faster approvals.

This is available for all Individual entity types across all Investor Services KYC Due Diligence products in all jurisdictions.

How do I use it?

1. Enter KYC: Start the KYC process either within the Subscription Documents or Identity Verification task.
2. Choose a method: Upload a photo of a government ID or scan the provided QR code to take a photo of the ID.
3. Submit: Complete the task in a fraction of the time compared to legacy manual forms. 

Anything else I need to know?

• Existing tasks: LPs who have already started a KYC task will continue with the current form to ensure their progress is not interrupted.
• Manual fallback: If an ID cannot be verified automatically, users will be prompted to try again or can choose to fill out the information manually to ensure no one gets stuck.

We're excited to introduce Carta's Intercompany Balances view, a relationship-centric dashboard for tracking obligations across your firm.

Whether you need to track reimbursements to the management company, fund-to-fund balances, or other intercompany liabilities, you now have centralized oversight.

Why is this valuable?

Firms often struggle with reconciling due-to and due-from balances across entities like funds, their management company, SPVs, and GP entities. The Intercompany Balances view improves your firm-wide visibility and operational efficiency with a unified, entity-level view.

Within each entity in Carta, you can instantly check outstanding balances across related entities in the firm. This enables:

• Firm-level Clarity: Easily see net amounts due-to and due-from a primary entity and all related entities.
• See What Ties Out: Balances are automatically categorized as "Settled," "Ready to Settle," or "Pending Review” so you immediately know what’s actionable.
• Visibility into Available Cash: Confirm sufficient funds are available for settlement with a real-time view of entity bank balances.
• Audit the Underlying Journals: Quickly dig into entities’ trial balances for deeper review of intercompany accounts and journal details.

Coming Soon: Bulk Settlement

The Intercompany Balances view is just the first step. We are actively building the next phase, which will allow you to settle multiple balances in a single workflow.

Who is this available for?

This feature is available to all Fund Admin customers.

How do I learn more?

For more information on the Intercompany Balances view, check out this detailed walkthrough.

We’re excited to announce the release of Data Explorer, which offers Carta Fund Administration customers a centralized hub to query, analyze, and export your fund and portfolio company data.

Why is this valuable?

Insights and reporting are often siloed, manual processes that are not integrated into your existing data ecosystem, leading to data freshness, quality, and integrity issues. This release centralizes and streamlines reporting across the Carta platform and turns your data into a strategic advantage. With Data Explorer, you'll access the following benefits:

• Get full visibility: View consolidated data across every fund and SPV in one place for faster insights generation. 
• Create custom reports: Build pivots, dashboards, and visualizations tailored to your needs—no spreadsheets required.
• Benchmark performance: Instantly compare your fund metrics against peers by vintage and AUM.
• Automate data extraction: Easily connect Carta’s data pipeline to your existing systems via a Snowflake secure data share or API-based connector.

Who is this available for?

This is available for all Carta Fund Administration customers. To get started:

1. Login to your Carta account and navigate to Tools & Services > Data explorer. 
2. Access curated dashboards based on common reporting use cases.
3. Reference our data dictionary for comprehensive table and field definitions.
4. Click New > question to initiate a custom query and save it to your personal collection or add to a dashboard.

How does it work?

How do I learn more?

For more details, visit our detailed guides in the Carta Support Center.

We’re excited to announce that Carta’s Automated Money Movement (AMM) now supports distributions, providing a smoother experience for you and your investors whenever it’s time to distribute returns.

Why is this valuable?

Distributions are an opportunity to strengthen your investors' trust and celebrate milestones together. This release makes your distributions easier to execute and provides timely, transparent payments to investors. With AMM for Distributions, you'll benefit from:

• Streamlined Workflow: Approve a single lump-sum wire in your bank portal—eliminating the need to review and approve dozens or hundreds of individual wires. Our solution handles disbursements to individual investors.
• Real-Time Tracking: Get full visibility into your distribution progress with real-time status directly in Carta, along with email confirmations for investors and summary notifications for your team.
• Timely Operations: Send prompt distributions to your investors and get up-to-date financial reporting by automating key steps of the distribution process.

Who is this available for?

This is available for all Carta Fund Admin customers. To get started:

1. Complete the KYC Due Diligence task on the Carta platform.
2. Notify your Carta fund administration team that you’d like to enable AMM for Distributions.

How does it work?

How do I learn more?

For more details, visit our detailed guide in the Carta Support Center.

We're excited to introduce Carta's integrated budgeting engine, which is built on and stays connected to your actuals.

Management company budgets often get set and forgotten. Disconnected from accounting systems and requiring manual updates, budgets tend to drift from actuals, quickly becoming outdated and outliving their usefulness. We’re changing that.

Why is this valuable?

The integrated budgeting engine transforms your budget from a manually maintained necessity to a connected strategic planning tool. Built directly into your management company, it enables:

• Budget Generation: Create a baseline annual budget in minutes using your historical spend and management fee schedules
• Bulk Editing: Update budgets inline and by applying bulk changes, including splitting annual amounts across months and adding a budget buffer percentage for expense categories
• Edit History: See an audit log of who made edits, what they changed, and when
• On-demand Budget Refresh: Run fresh budget recommendations with the latest data, whenever you want

Who is this available for?

This feature is available for all customers with Carta’s Management Company Administration add-on.

How does it work?

How do I learn more?

For more information on the integrated budgeting engine, check out this detailed walkthrough or reach out to your Carta Fund Admin team.