Financial Reporting Vesting & Option Service Integration
Financial Reporting is making an improvement to the way we pull in cap table data, achieving data consistency with the cap table products for vesting schedule tranche values.What's new?Previously,...
View ArticleClik here to view.
Standard Financial Reporting
Carta’s Financial Reporting tools automatically generate the expense and minimum disclosure reports that auditors need so that you can easily comply with US GAAP and IFRS 2 accounting...
View ArticleClik here to view.
New Share Class Manager
We are making it easier for companies to keep cap tables up to date after a new round of investment.What’s new?Our new Share Class Manager can extract information from Incorporation Documents and Stock...
View ArticleClik here to view.
View your entire portfolio, now from your phone
What's new?Fund managers can now view investment performance for each of their portfolio companies, wherever they are.What’s important about this change?Whether you’re at your desk or on-the-go, you...
View ArticleClik here to view.
Track capital calls, now from your phone
What's new?Fund managers can now track the status of active capital calls, directly from their Carta Carry app.What’s important about this change?Gone are the days of following up with your fund admin...
View ArticleClik here to view.
Step-by-step fund formations
What’s new?We’ve enhanced our fund formations so fund managers can now access a self-serve, guided experience, all in the same platform they manage their funds. What’s important about this...
View ArticleClik here to view.
Faster, more accurate capital calls
What’s new?We’ve redesigned our capital call experience to introduce self-serve capabilities, like direct edits and self-release, allowing you to get your time sensitive capital calls out even...
View ArticleClik here to view.
Management Fee Improvements
What’s new?We’ve improved our management fees to ensure you receive accurate offset calculations and experience a smooth approval process, every quarter.What’s important about this change?When...
View ArticleNew suite of Employee management tools
Starting today, Carta is enabling you to easily determine how much equity to grant employees and when to grant it via new tools such as the Hiring Planner, Refresh Grant Planner, and Equity Pool...
View ArticleClik here to view.
QSBS eligibility support for RSAs
This month we released QSBS support for RSAs. RSAs are a common form of founder equity and understanding their QSBS eligibility can be difficult due to the nature of their vesting and issuance. We now...
View ArticleClik here to view.
Request access to QSBS Attestation from your portfolio companies
Investors can now request access to their QSBS Attestation letter from portfolio companies using the QSBS product.This feature allows you see which of your portfolio companies has received a QSBS...
View ArticleClik here to view.
QSBS eligible investments highlighted in the the SOI
Fund Admin customers with portfolio companies using Carta's QSBS Attestation product will now see a QSBS tag on the SOI for investments that have been attested to as QSBS eligible by Carta Tax and...
View ArticleEquity Reporting Suite: Canceled and Returned Updates
What's new?As part of our ongoing efforts to enhance accuracy and reliability, we have transitioned our Canceled and Returned report to Carta's Equity Reporting Suite service.What does the new report...
View ArticleClik here to view.
Advanced Equity Refresh Planner
What’s new?We are launching an updated version of our Equity Refresh Planner to better help with:Identifying which employees receive a grantDeciding the size of each refresh grant based on market...
View ArticleClik here to view.
Refer portfolio companies for QSBS Attestations from Carta
Investors can now refer their portfolio companies to get QSBS Attestations from Carta.The feature allows investors to do this for individual companies or multiple companies that are likely QSBS...
View ArticleClik here to view.
Introducing Market Insights
Data is critical for founders to make informed decisions when fundraising and hiring. We are now offering early stage founders benchmark insights on early stage rounds and first engineering and...
View ArticleClik here to view.
Portfolio side navigation
Navigation within the portfolio experience has a new look! With the new side menu, we've made it easier to find what you're looking for within your portfolio. What’s new? The navigation menu in the...
View ArticleClik here to view.
Require Dual Approvers on Payments
What's new?Fund managers can now require two approvers to authorize payments before processing.What’s important about this change?This feature provides enhanced controls over releasing payments,...
View ArticleEquity Plan Benchmarks
What’s new?Board members, investors, and company executives need to to ensure, from a governance perspective, that equity is being used responsibly by the company. To support this need we are launching...
View ArticleClik here to view.
Investor Relations Page
Manage your investor relationships through the new Investor Relations page! What’s new? The Investor Relations page consolidates common workflows for company admins who are responsible for managing...
View Article