Securely send updates with financials, key hires, customer wins, and company performance in the same place you manage your cap table.
Send sensitive information to the right people. Ensure confidential KPIs and financials are difficult to forward to unintended recipients.
Easily send and track investor updates on the same trusted platform your investors and stakeholders already use.
If you’re not sure what to share, our templates include the metrics, milestones, and information your investors care about most.
Keep everyone in the loop
Carta’s investor updates tool doesn’t just update investors. You can update employees and important shareholders individually or collectively, too.
Send better investor updates with Carta
With investor updates, you can include videos or photos with and attach any relevant documents. Ensure that your shareholders have a complete, up-to-date picture of your company’s performance.
More secure than email
With Carta investor updates, ensure that your important update isn’t forwarded to unintended recipients. Securely send through our platform and keep track of views. Your investors will thank you.
Download the templates
Download our investor updates templates today to include metrics, milestones, and information your investors care most about.
Keep your investors and employees in the loop. Investor updates is included in Growth & Scale plans.