Attach documents and commentary to valuation records

Attach documents and commentary to valuation records

Author: 

KayLi Wang

|

Read time: 

1 minute

Published date: 

August 13, 2026

ASC 820 valuation records in Carta now support drag-and-drop supporting documents and written commentary.

What it is

You can now attach supporting documents and written commentary directly to each valuation version in Carta. Drag and drop files onto a valuation, download or delete them by filename, and edit plain-text commentary from the valuation header.

Why it matters

Fund managers and valuation analysts can keep the full supporting record alongside the valuation figures in one place. Commentary appears on both PDF and Excel exports, so reviewers and auditors see the analyst's rationale without needing a separate document.

How it works

Supporting documents and commentary lock once a valuation is finalized.

Author: KayLi Wang