Get connected with your portfolio companies directly from your phone: soon, investors will be able to view cap tables from the mobile app, in addition to requesting access to cap tables directly from the company page.

Who is this available for?

This is available in the iOS mobile app for any investor’s personal portfolio, as well as investment firm administrators. If you don’t have the app, just search for “Carta” in your phone’s app store.

For investment firms:

For individual investors:

How do I use it?

If you haven’t downloaded the mobile app, now is a great time to do so. Once you have it installed, you can find this by logging in and selecting a company from your investments list. From there, you will either see the cap table and financing history, indicating you already have access, or a ‘Request cap table access’ button. Clicking that button will send a prompt to the company requesting that they grant access.

Once you’ve submitted your request, you can check updates directly from the same screen: