Carta Release Notes Product Updates logo
Back to Homepage

Product Updates

Subscribe to Updates

Labels

  • All Posts
  • Corporations
  • Venture Capital
  • Carta LLC
  • Carta Liquidity
  • Carta Total Comp
  • Equity Advisory
  • Mobile
  • Carta Launch
  • 409A
  • Employees
  • Investors (Corporations)
  • Investors (Fund Admin)
  • Limited Partners
  • Board Members
  • Compliance
  • Early Access
  • General Availability
  • Investor Experience

Jump to Month

  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
Venture Capital
3 years ago

VC Fundraising Data Room

What’s new?

Fund Managers are now able to set up a fundraising data room as part of our VC fundraising process. The Carta platform makes it easy to run the entire fundraising process in one place – from creating your data room to closing your fund with our subscription document process.

Key features of this data room include:

  • Integration with fundraising and subscription document experience
  • Easy control of access for GPs
  • Tracking documents viewed and visits to data room by user
  • Watermarking documents
  • Ability to require NDA signing 

How it works:

The fundraising data room is integrated into the Closings process. Any fund on Carta can use this data room with or without our subscription documents.

Setting up a fundraising data room

  1. Carta staff will create a fund and turn on Closings for you. On the Closings tab, the user will see the option to set up a data room
  2. After clicking Set up, users will see more information about what the data room offers. Then users can set a name and choose which settings to apply to this data room.
  3. After the data room is created, documents and folders can be uploaded to the data room.

Viewing / Removing access

Firm users can see which users have access, which partner they are associated with, and the option to remove access from the Access section of the data room.


Viewing Potential Investor Activity

Firm users can view LP activity, which is often an indicator of how interested they are in the fund, by looking at the Activities section of the data room.

Watermarking

If funds turn on the watermarking feature in data room, all downloading PDFs will have a watermark containing the user's name, email, and time of download.

LP access to data room

LPs can are invited to the data room through the Closings tool. They will receive an email invitation to view documents in the data room.

LPs can use the Request subscription documents button to request documents from the fund. When LPs are done viewing the data room, they can click Dismiss task to remove the task from their tasks section.

Who can use this?

All investment firms on Carta. Contact your fund administrator or investorservices@carta.com to turn this on for your fund. Read more about the details of how to use this on our support site.

Timing:

This is available to all investment firms as of July 21, 2021



Avatar of authorAshley Chang