What's new?

Fund managers can now track the status of active capital calls, directly from their Carta Carry app.

What’s important about this change?

Gone are the days of following up with your fund admin to see the status of a capital call or confirm which investors are yet to pay.

Now, you can easily track the status of active capital calls, including a view into the progress of your investors commitments, all from your phone.

How does it work?

After your capital call request has been submitted, you’ll be able to view the progress from both your home screen and your new Capital Calls tab. You can see an overview of the amount pending, pending investors, and due date.

For a more detailed view, you can click into the individual capital call  to view investor details. Easily filter investors by which have paid, which have partially paid, and which haven’t paid. You can also view which investors have not yet viewed the capital call notice, so you know who to follow up with.

Don’t have Carta Carry?

Download it on iOS or Android today.

What's new?

Fund managers can now view investment performance for each of their portfolio companies, wherever they are.

What’s important about this change?

Whether you’re at your desk or on-the-go, you can quickly view a snapshot of your investments, or click into an individual investment for a more detailed view.

How does it work?

Click into the Investments tab, then view an overview of investments across your portfolio with metrics like cost, gain / loss, and what your ownership percentage is. For a more detailed view, click into an individual  investment to see additional metrics like holdings value, gross IRR, and gross multiple. 

Don’t have Carta Carry?

Download it on iOS or Android today.

What’s New

Employees who have access to Carta Tax Advisory through their employer can now book 1-1 sessions with a Carta Equity Tax Advisor directly on the Carta iOS mobile app. 

This release allows employees to select a session, book a time, and join their session all directly in the Carta app. 

What do I need to do?

Employees with access to Tax Advisory will see this feature on the home screen of their portfolio in the iOS app. To download the Carta visit the Apple App Store. 

Have questions? Contact product@carta.com.

What’s New

Employees with Carta's iOS application and notifications enabled will now receive reminder notifications, 15 minutes ahead of their Carta Tax Advisory session. If you have the Zoom application on your phone, the notification will open the Zoom meeting directly and enable you to join the session on your phone.

What do I need to do?

To receive the notification:

1. If you have not already done so, download the Carta iOS application, 
2. Enable push notifications in the settings of the iOS app.
3. Schedule a 1-1 session from your Carta portfolio.

Have questions? Contact product@carta.com.

General partners now have the ability to view and track capital calls from the Carta Android app. Investment firms can now track the progress of on-going and completed calls along with investor details, on the go, straight from the Carta mobile app.

Who this affects

• Fund administration clients

Supported platforms

• Android (Previously available on iOS)

What's new

Fund Administration clients can now access their capital call details and investor information from the Carta Android app.

• The home screen now provides a summary of active capital calls with the ability to view individual call details.
• Navigating to a capital call allows you to view further call and investor details along with a full investor list which can be filtered by Paid and Unpaid calls.
• The Fund Details page now also provides a capital summary and the ability to view a list of Active, Drafted, and Completed calls.

Carta users will now be able to perform a Cashless Hold Exercise and Cashless Sell Exercise on the mobile app. 

Who this affects

• Public Markets Users

Supported Platforms

• iOS and Android

What’s new

Users with holdings in public companies on Carta will now be able to exercise and sell their shares via a Cashless Hold or Cashless Sell transaction while on-the-go through the Carta mobile app. These features were previously available to users via desktop, and this launch closes the previously existing gap in functionality between the Carta web experience and the Carta mobile app. 

Carta mobile app users will now be able to login using a web-browser on iOS and Android. Web-login gives us the benefits of browser-based authentication, and better security, without disrupting the user experience.

Who this affects

Employees and Investors

Supported Platforms

iOS & Android

What’s New

In an effort to bring login and authentication together across all Carta platforms, we are launching browser-based login on mobile. The web-login experience will use Safari on iOS and a default browser on Android.

Users with holdings in public companies will now have the ability to view their holdings for both public and private companies straight from the Carta iOS app. Shareholders can now track market values, view total holdings value and more.

Who this affects

Shareholders with holdings in public companies.

Supported platforms

• iOS (Android coming soon)

What's new

With an aim to provide functional and streamlined experiences for shareholders, we’ve brought the ability to view public holdings on the Carta iOS app. Public company cards will now be present among private companies on the home screen. The following information will be displayed for each public company card with the ability to view further details when clicked:

• Total number of shares held
• Total holdings value
• Net holdings value

Users with holdings in private companies can now view their holdings details straight from the home screen for easy access.

Who this affects

Shareholders with holdings in private companies.

Supported Platforms

• iOS & Android

What’s New

With an objective to provide insightful experiences, we’ve redesigned the home screen on the Carta app to display important holding details for each company. Company cards will now present the following information with the ability to view further details when clicked:

• Total number of options held, number of options vested and exercised 
• A vesting progress bar comparing the number of vested and exercised options to the total options granted
• Summary of securities displaying types and quantities for each held

General partners now have the ability to view and track capital calls from the Carta iOS app. Investment firms can now track the progress of on-going and completed calls along with investor details, on the go, straight from the Carta app.

Who this affects

• Fund administration clients

Supported platforms

• iOS (Android coming soon)

What's new

Fund Administration clients can now access their capital call details and investor information from the Carta app.

• The home screen now provides a summary of active capital calls with the ability to view individual call details.
• Navigating to a capital call allows you to view further call and investor details along with a full investor list which can be filtered by Paid and Unpaid calls.
• The Fund Details page now also provides a capital summary and the ability to view a list of Active, Drafted, and Completed calls.