Carta for iPhone


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.

Portfolio screen
Portfolio screen

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 screenInvestment 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 investorservices@carta.com for help with Carta for iPhone.

Related articles


What is a 409A valuation?

Learn everything you need to know about section 409A of the internal revenue code. From what is a 409A valuation to 409A methodologies and process.

Broken cap tables

Cap tables are a necessary evil for every startup founder, CEO or CFO. Excel spreadsheets are usually riddled with mistakes. Carta is changing that.

The Gap Table: Analyzing the gender gap in equity

Much has been said about the gender pay gap, but most publicly available research focuses on only one part of compensation: salary. But in startups, wealth is created through equity ownership on the cap table.

© 2019 ESHARES, INC. DBA CARTA, INC.