Investors can now tag and categorize portfolio companies on Carta!

Find the “Manage Tags” page under the “Account” drop-down in your navigation. Here you can edit and add categories and tags.

You can apply tags on the “Manage company profiles” page, also under Accounts. There you can add tags in bulk or on an individual basis.

On the “Investments” and portfolio company pages, you can filter by these tags. We’re working on extending this filters functionality on more pages through-out your Carta experience.

We are excited about helping you organize your portfolio better, so don’t hesitate to send your feedback to investorservices@carta.com.