We’ve made it easier to find the tools and information you need in your Carta Fund Administration software.  So far, we have rolled navigation changes out to a small group of customers and will continue the roll out through October.  Here’s an overview of the most important changes:

We've deprecated the Overview tab so you can easily find Entities, Investments and Partners.

• Subtabs such as fund performance, capital activity, statements, accounting, etc  (previously located in the Overview tab) will now be found in the Entities tab.
• Entities, Investments, and Partners tabs will now be found in the left-hand navigation menu.
• The left-hand navigation menu will be reordered with key tabs at the top and add-ons, settings, and tools in the section below. 

The Activity tab is now the Dashboard

• The Activity tab will now be named “Dashboard” and will be your new homepage when you login.

We’ve improved  Entity Selection.

• A persistent "choose entity" selector will be at the top right of the Dashboard. This way, when you select an entity, you can navigate to different subtabs while keeping the selected entity.