What to do after you accept a security


If you’re a partner at a VC fund, there’s a good chance you’ve accepted a security on Carta—over 90% of U.S-based VC firms have accepted securities on our platform. Here’s what to do after you’ve accepted a security to optimize your Carta experience. 

Track your portfolio companies

It’s easy to track your portfolio companies in Carta. If they already use Carta to manage their cap table, you’ll automatically get a free dashboard to track your holdings. After you accept your securities, simply login to view your dashboard and get real-time portfolio company data. 

Request cap table access

If a portfolio company issues your securities on Carta, you can request access to their cap table. Cap table access allows you to see important details such as cash raised, last preferred valuation, and your ownership percentage. 

Refer companies onto Carta

When you refer more companies to Carta, it’s easier to track everything on a single platform. Our partnerships team can help provide a discount for your portfolio companies. Just reach out by sending us an email

Carta for Fund Admin

When you upgrade to full-service fund administration, our dedicated team of experts partners with you to help meet your firm’s goals. We maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management. Plus, Carta always has up-to-date metrics like IRR and real-time portfolio company data. Learn more, or get started today.


DISCLOSURE: This communication is on behalf of eShares Inc., d/b/a Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

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