At Carta, we are on a mission to have your quarterly and annual fund financials delivered faster each period. We understand that our customers may want these financials sent to their investors at the same time as an event, such as sharing multiple funds on the same date or sharing with an investor update. To help you do this, we've released functionality that lets you schedule the release of your financials to a future date.

To schedule their release, select the Approve and Schedule options once financials have been thoroughly reviewed. You'll be prompted to answer a few questions about how you would like the report shared, who you would like to share it with, and on what date.

 

Once scheduled, you will see the approval task completed and see when the scheduled release is set for. 

When the day of your scheduled release arrives, we'll share the documents with the selected investor using the information submitted.