What’s New

Easily and securely share financial statements as part of your investor updates. Connect directly to your accounting system, select the desired time frame, and include a one-time snapshot of your financials in your next investor update – all within Carta’s investor updates tool. 

Why is it Valuable

Most portfolio companies send investor updates once a quarter. With a one-time setup to connect your accounting system, you can make all future updates faster, easier, and more comprehensive for both you and your investors. 

Easily select and review financial statements before sending. Using Carta’s communication center, you can control who sees your data, conveniently import your investor list from the cap table, and allow investors to securely view and reply to your updates—including cap table and financial statements–all in one centralized, trackable location.

How does it work

You can set this up by:

1. Get your Quickbooks or accounting software login information
2. Navigating to your Carta account
3. Go to the Communications Center
4. Click on ‘New Message’
5. Choose any template you want to update your shareholders about
6. Under import financials click Connect to use QuickBooks or See all for the other providers available

1. Once you’ve prepared connecting your accounting system and composed your investor update, you can review your financial statements. 

1. In the review screen you view the data from your accounting system, select the period, and add notes you want your investors to see alongside the data. 
2. After you submit the investor update message with the imported financials, the financials will appear under Company Financials view.

What recipients will see:

1. After a message is sent, the recipient receives an email notification with a link to view it. 
2. New users are prompted to create an account, while existing users are taken directly to their Carta inbox.

1. If financials have been imported, the investor will be able to click View Company Financials link and view the uploaded documents directly in the Financials tab, monthly and quarterly view.

Who is this for?

Authorized company administrators or users with the new Investor Relations permission, can set up the financial integration and send messages to investors through the communications center.

How do I learn more or get help?

Learn more about our Investor Updates and Communication Center here. For feedback about this new feature, communication center, or Carta you can reach out here!