Learn more about Rule 701, recent updates, and how to stay compliant at your company. Everything from the history of Rule 701 to the most recent changes.
If you have an investment firm on Carta, you can now access your investments directly from your iPhone. Here’s a quick look at the new app:
Download Carta for iPhone from the App Store to view your portfolio from anywhere. The app uses touch ID to ensure your data is secure.
The first screen you’ll see is a portfolio overview. Use the filter icon in the upper right to sort by cost or value. You can also search for an individual investment using the search bar.
Tapping into a company displays a snapshot of the investment details. See investment cost, value, and multiple, along with a breakdown of ownership by investing entity.
Investment details screen
Carta for iPhone is currently only available to investment firms. We will be extending it to more users in the near future.
Email firstname.lastname@example.org for help with Carta for iPhone.