Automatically Expense Awards with Event-Based Performance Conditions
What’s new?Starting August 10, 2023, companies that issue NSOs and RSUs with event-based performance conditions attached to their vesting schedules will now be able to automatically calculate and...
View ArticleExpenses on Carta
What's new?Submit invoices directly on Carta. Now, you can skip the back-and-forth over email and upload all the required information to set up a wire in two simple steps.What’s valuable about this...
View ArticleLP Contact Audit Log
What's new?Fund managers can now view an audit of all changes made to LP contacts.What’s important about this change?You now have full visibility into any changes made to your LPs contact information,...
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Carta Liquidity: Reference Price Range
What’s New?Carta Liquidity is now providing our proprietary Reference Price Range for companies in our Secondary Marketplace.The Reference Price Range is based on information derived from available...
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Easily update data rooms and document templates
What's new?We’ve released some usability improvements to Documents that provide Admins more flexibility to make updates to Data Rooms and Templates. What's important or valuable about this change?When...
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Interest holders can choose a portfolio for their interests
What's new?Interest holders with multiple Carta portfolios can now choose the portfolio they want to accept their interests into.What's important or valuable about this change?Interest holders with...
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Build and run any waterfall model with a new bespoke modeling engine
What's new?We’ve released a new bespoke waterfall modeling engine that is encoded with your distribution rules and connected to your most up-to-date cap table in Carta.What's important or valuable...
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Expected completion dates
What's new?Fund managers can now see an expected completion date for all tasks in their Activity tab.What’s important about this change?You can now see when your fund admin team is expected to complete...
View ArticleAutomate your Rule 701 Compliance on Carta
Sending 701 Disclosures is now seamlessly integrated into the issuance process on Carta. After drafting shares, a company can quickly run a report to check whether a 701 disclosure is required. If they...
View ArticleCentralized communications with investors, with the power of Carta
What’s new? Today, we’re releasing the Communication Center to all Carta customers, which gives you the ability to easily provide updates to your stakeholders from a central location using advanced...
View ArticleSee how upcoming refresh / tenure, promotion, and true-up grants will affect...
What’s new?You can now use the Equity Forecasting and Burn Calculator to automatically calculate the impact on your option pool from three different types of equity grants:Refresh / Tenure grants – For...
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Upload and issue custom SAFE documents and templates
What’s new?Carta is adding support for custom SAFEs and side letters. Companies now have the flexibility to use customized SAFEs and side letters for their financing round. This release expands the...
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Equity reporting suite: OCX
What's new?Carta now has an exportable Open Cap Table report.OCX, also known as the Open Cap Table Excel Standard, is an initiative led by the Open Cap Table Coalition to establish standardized...
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Quarterly benchmark refresh and new Life Sciences industry benchmarks
What’s new?We have three new updates included as a part of this benchmark version:Quarterly benchmark refresh New Life Sciences industry benchmarks Peer group updatesQuarterly benchmark refreshWe have...
View ArticleFinancial Reporting Progress Tracker
What's new?GPs on Carta now have full visibility into the progress of their quarterly financial reports – 15 days before quarter-end.What’s valuable about this change?Previously, the process to...
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New release in Beta: Add Carta Tax Advisory to your company's Slack
What’s NewCompanies can now add Carta Tax Advisory to their Slack. The new Slack app, allows employees to book 1-1 sessions, visit our video education center, and see their post-session recap from...
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Automatic Stakeholder Updates
What’s new?Customers with an HR Integration can automatically keep stakeholder information up to date! With automatic stakeholder updates, HRIS data for employee addresses, tax IDs, job titles and cost...
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Approve management fees—no matter where you are
What's new?Fund managers can now review and approve management fees on Carta Carry.What’s important about this change?Now, whether you're at your desk or on the go, you can conveniently and proactively...
View ArticleIntroducing the New Hire Equity Forecasting calculator to help you...
What’s new?Carta Total Compensation users can now use the New Hire Equity Forecast calculator to proactively allocate equity for anticipated headcount in the upcoming months. How do I access it? You...
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LP Primary Contact Update
What's new?GPs can now update the primary contact information for an LP.What’s important about this change?Previously, if you wanted to update an LPs primary contact, you would have to work with Carta...
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