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.
Traditionally, sensitive tax documents like Schedules K-1 are sent manually via email and regular mail. Besides numerous security vulnerabilities, these methods are also extremely time-consuming and prone to error.
Carta has the solution. We have developed a fully-integrated, secure and encrypted portal that makes it quick and easy to manage investors, documents, and communications trusted by leading investment firms.
Here’s how it works:
Secure, frictionless, and controlled file delivery: Using customized access permissions, documents can be easily uploaded in bulk, parsed (using Carta’s DocumentDivider), and distributed.
Configurable notifications to investors: Choose the way you would like to notify your investors and include a personalized message.
Searchable repository for historical documents: The Carta document page is not just for K-1s. Instead, it is part of a robust investor portal where you can share quarterly updates, historical legal documents, and structured data about the fund’s underlying portfolio.
Reduce administrative burden: Investors manage and service their own accounts. Carta is quickly becoming the platform of choice for private market investors; tens of thousands of investment firms have Carta accounts.
Talk to an expert to learn more.