What's new?

Get real-time updates when your portfolio companies on Carta raise a new round.

What's important or valuable about this change?

Now, all Fund Administration clients get automatic notifications when their investments on Carta add a new share class to the cap table with filed Articles of Incorporation. We'll also include the original issue price of the new share class – helping you maintain the latest information on your investments.

What do I need to do?

You will receive an email when your portco adds a new share class with a new price-per-share from the original issue price on the Articles of Incorporation. A task will also appear in your Activity tab. There, you can view the new price-per-share, its impact on your fund metrics like IRR and gross multiple, and update your SOI in a few steps.

How do I learn more or get help?

Visit this support article for a detailed FAQ. Have more questions? Your Fund Admin team is here to help.