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. We'll also share their updated share price – helping you maintain the latest information on your investments.

What do I need to do?

You will receive an email when your portco updates its price-per-share. A task will also appear in your Activity tab. There, you can view the new price-per-share, its impact on 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.