Carta for iPhone Update

Carta for iPhone Update

Author: James Seely
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Read time:  1 minute
Published date:  March 10, 2017
You can now manage your private equity using the Carta iPhone app. The only platform for cap table management software.

Carta for iPhone is now available for employees and investors. Download the app to view your portfolio, see individual security details, and explore our educational resources from anywhere.

View portfolio

You will see a summary view of your portfolio upon logging in. Securities are broken out by company to give you a clear view of where your assets are held.

Carta for iPhone Update

Click on a company name to see holdings specific to that company. Important security details are surfaced to give you a quick glance of your holdings.

Carta for iPhone Update

Clicking on an individual security reveals detailed information like number of shares exercised, vesting schedule, and award type.

Carta for iPhone Update

Explore educational resources

Explore our educational resources to learn more about stock option basics, exercising, taxes, and liquidity.

Carta for iPhone Update

Manage accounts

Lastly, users can easily switch between accounts to manage holdings across multiple companies.

Carta for iPhone Update

What to expect

With this update, you can now see all of the information in your Carta account from your phone. We’re excited to bring more visuals and functionality to Carta for iPhone in the near future.

Author: James Seely
James grew up in Seattle before moving to the Bay Area to study at Santa Clara University. He has been a product marketer at Carta for almost three years.