Your Investments Dashboard is getting a major refresh, delivering more interactive controls, clearer visibility into the metrics you care about most, and new customization tools, all integrated into a single unified experience.

What's new?

We’ve started rolling out major upgrades that significantly improve your ability to view and customize investment data at the firm, fund, and portfolio company level. 

• More data: We've introduced new metrics and integrated asset-level data directly into the new experience. Instead of navigating separately to your fund view to the metrics on the SOI, everything now lives here.
• Dynamic Tables: Navigate data easily with sticky headers, infinite scrolling, and dynamic column widths.
• Flexible Grouping: Default view set to "Issuer." Quickly group by Fund to view roll-ups and performance at different aggregation levels.
• Powerful Tagging: Create, apply, and filter investment-level tags to organize by geography, industry, fund, or custom categories.

Coming Soon

We're rolling out additional enhancements in the coming weeks:

• Filter by fund, fund family, or tags: Easily filter your dashboard view by specific entities, making it faster to find and review exactly what you need.
• Export your view: Export everything displayed on your screen, including new asset-level details and any applied filters.
• Group by fund: Currently, your data is grouped by company. Soon, you'll have the option to group investments by fund entity for greater flexibility and insight.

Curious for more?

If you have any questions or feedback, reach out to your dedicated Account Director to schedule a call.

Now, customers can sync expenses from Ramp cards directly into their Carta Fund Administration.

Stay ahead of your firm’s spend with real-time visibility into your Ramp corporate card expenses. With transactions flowing directly into your general ledger, you get a more connected, accurate view of your firm’s financials.

How this helps:

• Real-time Financial Visibility: See your financial position without delay—down to the transaction level. Now you can easily update your GL by syncing your latest expenses straight from Ramp.
• Accurate and Consistent Reconciliations: Speed up month-end close with built-in categorization rules. Use our pre-built mappings (or create your own) to populate your Carta general ledger accounts based on your Ramp categories.
• A Single Source of Truth: Maintain audit readiness with full transaction-level visibility. Sync expenses as soon as they’re ready or hold them in Ramp’s review queue until approved. Drill into every detail from within your Carta GL.

Why this matters:

Disconnected expense data slows you down. With Carta and Ramp working together, you can confidently manage spend, simplify reporting, and keep your books in order—without switching between tools.

Who this is available for:

This is immediately available for Carta Fund Admin customers who have a management company on Carta.

Don’t have your management company on Carta? Or unsure if you do? Reach out to your Fund Admin team or navigate to “Management Companies” towards the bottom of the left-hand menu in your Carta account.

How to get started:

It’s simple to get set up with Carta's Ramp integration in just a few steps. Start by completing the Ramp task in your Carta dashboard to connect the two platforms.

See additional details for more on enabling the integration and getting started.

What’s new?

We've made general UI/UX improvements to the hiring plan tool that is part of the Manage Employees experience. We've also added the ability to save and delete individual hiring plans that can then be incorporated into the Equity Pool Forecast for your company.

How do I create and save a hiring plan?

1. Navigate to Manage Employees
2. Click on "Launch Hiring Planner"
3. Click "New Hiring Plan", type in a name for your plan, and click "Create New Plan"

Once you've created a hiring plan you can add/delete potential hires, rename the plan, or delete the plan.

How do I incorporate a hiring plan into my equity pool forecast?

When you have added all potential hires to your hiring plan, click on "View Detailed Forecast" in the banner below the hiring plan

On the equity pool forecast page, select the hiring plan that you'd like to include in the forecast

Questions?

If you have any questions or feedback about the hiring planner or equity pool forecast, please reach out to your Customer Success Manager.

Tactyc now integrates directly with Carta Fund Admin, allowing you to automatically sync fund cash flows from the GL into your Tactyc fund construction model. 

Overall, the integration accelerates your ability to leverage Tactyc’s powerful forecasting tools and insights. With immediate access to fund accounting details, you can more quickly track capital activity to ensure up to date performance metrics and data driven forecasting.

Why is this valuable:

The Fund Admin integration between Carta and Tactyc removes the need to manually input monthly cash flows into your Tactyc model—resulting in more accurate, timely, and complete fund performance data. 

With this integration, you can:

• Review and approve partner details, commitments, capital calls, distributions, management fees, and fund expenses
• Save time by syncing real actuals instead of relying on outdated or estimated figures
• Improve accuracy of forecasts and performance metrics like IRR, DPI, and TVPI
• Enable scenario analysis that adapts in real time as capital activity changes
• Streamline LP reporting and internal reviews with updated data

Who is this available for:

This integration is available for all joint Carta Fund Admin <> Tactyc customers. 

Reach out to your Tactyc account manager or tactyc@carta.com for any questions.

How does it work:

How do I learn more?

Carta Support Article: Tactyc's Fund Admin Integration with Carta.

Signup for the Carta <>Tactyc Webinar on May 28. Henry Ward (Carta CEO) and Anubhav Srivastava (Tactyc Founder) will be joined by Sophie Seston from Active Impact Investments. The recording will be available afterwards as well.

Anything else I need to know?

Stay tuned for additional release notes in June, covering Carta integration enhancements and updates.

What’s new?

We have added new geographic adjustment factors for three cities in Canada: Vancouver, Toronto, and Montreal. The rest of Canada will now have its own geo-adjustments for salary and equity

How do I view new benchmarks?

In order to see city-specific geo-adjustments for Canada you will need to update your benchmark version. You can update your benchmark version by navigating to the Benchmarks page and clicking on the "Preview benchmarks" bubble in the top left.

Here you will have the opportunity to preview the new plan with the updated benchmarks version and assess their impact on your Scorecard before accepting the new plan.

Once your benchmark version has been updated you will be able to see the new adjustments on the Benchmarks page, within your Compensation Plan, and both the Company and Employee Scorecards

Questions?

If you have any questions or feedback about these new benchmarks, please reach out to your Customer Success Manager.

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!

What’s new?

We have added a new peer group category to view salary, total cash compensation, and equity benchmarks – based on capital raised. 

How do I view new benchmarks?

You can view the new capital raised-based benchmarks by visiting the Benchmarks page and selecting the peer group filter. The new peer groups will be in the dropdown alongside the current peer groups based on post-money valuation and headcount.

How do I use these new benchmarks in my Compensation Plan and Scorecards?

We are working on a future update that will allow companies to use any of our peer groups in their Compensation Plans and Scorecard. 

Questions?

If you have any questions or feedback about these new benchmarks, please reach out to your Customer Success Manager.

What’s new?

We have updated salary, total cash compensation, and equity benchmarks for all job areas and specializations across both valuation and headcount based peer groups.

Benchmark Trends

In aggregate, salary and total cash compensation benchmarks are slightly higher than our last release, increasing by a bit more than 1%. These increases were consistent across all valuation peer groups and levels. Similar to previous updates, specialization level data continues to change more than the broader sample, as sample sizes for these roles are smaller than job area level data.

Equity benchmarks are increasing in aggregate, showing about a 3% increase versus last quarter. Similar to last quarter, increases are fairly tightly correlated with company valuation, with higher valuation benchmarks seeing the largest increases.

What were the largest areas of movement from these benchmarks?

Salary - Salary benchmarks for most job areas and specializations are within 2% of last quarter’s data. Social Media Marketing and Logistics & Supply Chain saw the largest increases versus last quarter

Equity - Equity benchmarks are generally within 5% of last quarter’s benchmarks. There is more variation by role in this quarter’s release, with Recruiting, Strategy, and Partnerships showing the largest increases. Mobile, Logistics & Supply Chain, and Art & Graphic Design are showing the largest decreases

How do I update my benchmark version?

You can also preview the new benchmarks on your Scorecard by navigating to the Benchmarks page and clicking on the "Preview benchmarks" bubble in the top left.

Here you will have the opportunity to preview the new plan with the updated benchmarks version and assess their impact on your Scorecard before accepting the new plan.

Questions?

If you have any questions about these new benchmarks, please reach out to your Customer Success Manager.

This week we rolled out a new feature for Investors: AI powered document extraction in the Cap table builder. Investors can now upload relevant documents about a company in their portfolio (Articles of Incorporations, Stock Purchase Agreements, Convertible note and SAFE agreements, have those documents automatically populate the fields the cap table builder.

How it works:

1. Investors can add a new company (or edit an existing company) in their portfolio

2. When adding a new company they can input the company name and upload any of the documents they have about the company's ownership structure

3. The cap table builder will read the documents and begin to build out the structure of the cap table

4. The feature will then guide the user through the cap table builder with any field read from the documents pre-filled. This includes the ownership structure and the funds holdings, provided they were available in the Articles of Incorporation and Stock Purchase Agreements.

5. You can review and edit any field in the builder. Once complete it will guide you to the capitalization page of the new portfolio company. 

4. As your portfolio company's cap table evolves over time, you can edit the cap table for any changes using the same workflow.

You can edit the company via the Investments page (Investments > Manage portfolio > Edit) or on the company's capitalization page directly (Company > Capitalization > Update cap table)

Benefits of using Cap table builder:

1. The cap table builder allows investors to load in any of their portfolio companies not using Carta to share their cap table with them. 
2. By adding a portfolio companies cap table into their portfolio, investors can:
   1. Use the Scenario modeling and waterfall tools
   2. Create and run ASC 820 valuations
   3. Track ownership over time
   4.  Have a single source of truth for all their portfolio companies' cap tables.

As part of this release we are now enabling Cap table builder for all funds who pay for any of Carta's fund products!

If you have any questions or feedback you can reach us here!

This week we are rolling out the ability for users to bulk review and accept certificates sent to them on Carta. This release enables investors to bulk accept certificates with portfolio matches, significantly reduces the time needed to accept. The new experience includes: improved user experience, new tooltips, ability to bulk sign and request table access.

Here's a preview of how the feature works:

The feature is live today and will be rolled out to all users over the next two weeks. If you have any other questions, you can contact Carta here.