Waiting for your portfolio company to grant you access to their cap table on Carta? Want to get started with managing your investments now? If so, we’ve got a solution for you!

You can now create a pro-forma cap table for portfolio companies before they grant you cap table access. The pro-forma cap table will only appear on the investment firm’s view and will not be shown to your portfolio company.

To create a pro-forma cap table on a portfolio company that has yet to grant you cap table access, navigate to that portfolio company and find the Capitalization page.

Create a name for your pro-forma cap table. Inserting the date of creation or the date the cap table was last updated may be beneficial in keeping track of your pro-forma cap tables.

The last step is to fill out the cap table builder as you normally would. It should be noted that since the portfolio company has not yet granted cap table access, the pro-forma cap table builder will not contain any data until you have created the first pro-forma.