Smoother closes for stronger investor relationships

Smoother closes for stronger investor relationships

Author: The Carta Team
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Read time:  1 minute
Published date:  May 6, 2025
Streamline your priced round with Carta Deal Closings—manage signatures, wires, docs, and cap table updates in one place with real-time tracking and transparency.

Running a priced round can be complex and time-consuming. Founders and law firms often manage the process across spreadsheets, email threads, signature tools, and dozens of investor conversations—just to get the deal closed.

From generating signature pages and collecting signature blocks to sending reminders, confirming wire transfers, and updating your cap table—the moving parts are manual and difficult to track.

Carta Deal Closings simplifies that process with a centralized workflow designed for deal execution. You’ll gain visibility into your fundraising status at every stage, with tools to help you stay organized and reduce the typical back-and-forth.

Founders and their law firm will be able to:

  • Access real-time fundraising benchmarks

  • Monitor the status of each investor and generate all closing paperwork

  • Track signature progress, send reminders, and confirm wire transfers

  • Automatically update the cap table and issue share certificates once the round closes 

Investors will also get a dedicated  dashboard to view deal documents, sign paperwork, and access wire instructions—making the process much easier for everyone involved.

Smoother closes for stronger investor relationships

Why this matters:

Closing a round is more than just paperwork—it’s a milestone that shapes your company’s trajectory. Carta Deal Closings brings structure and clarity to a process that’s historically chaotic. 

The result? Smoother closes, stronger investor relationships, and more time to focus on building what’s next.

You can find Deal Closings under the “Raise funds” tab on Carta’s free plan, or under “Fundraise” → “Priced rounds” on a paid plan.

The Carta Team
While we believe in assigning ownership at Carta, this blog post belongs to all of us.

DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. 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. ©2025 Carta. All rights reserved. Reproduction prohibited.