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Fundraising
July 2025
Allow multiple users to collaborate on LP closings
Make closing more efficient for sophisticated LPs with multi-party collaboration that doesn’t sacrifice visibility or control.
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Investors
July 2025
Accept multiple certificates in minutes
A faster and more efficient way to accept multiple securities from Carta portfolio companies.
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Investors
July 2025
Simplify investor comms with a dedicated Investor Relations role
Take control of your investor communications on Carta by assigning the new Investor Relations role to the right team members.
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Investors
July 2025
Share financial updates with just a few clicks
A new way to share financial updates easily and securely as part of your Investor Updates.
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Policy Newsletter
July 2025
Alternative assets go mainstream—crypto, PE, and more
Congress sends historic crypto legislation to president’s desk; innovator coalition meets with SEC on capital formation priorities; anticipated EO to expand retirement access to alternative assets
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Investments Dashboard
July 2025
Get a unified portfolio view with the Investments Dashboard
Your dashboard now delivers enhanced design and functionality for better reporting and smarter decision making.
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Distributions
July 2025
Use Carta to move money for distributions
Effortlessly distribute funds and earn investors’ trust with a smoother experience.
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Entity Map
July 2025
Visualize complex fund structures with the Entity Map
An interactive visualization makes complex PE fund structures instantly understandable for CFOs and stakeholders.
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Know Your Customer
July 2025
Protect your fund and stay compliant with KYC as a service
Request, view, and manage compliance checks for your LPs on Carta and keep your fund protected.
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Announcements
July 2025
Your general ledger cash flow data, integrated with Fund Forecasting
Carta Fund Forecasting is making it even easier for fund managers to track performance and keep models up-to-date with the integration of fund general ledger data.
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GP Carry Solution
July 2025
Streamline carry distribution with automated calculations
Automated carry solution that eliminates spreadsheet errors and GP inquiries.
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Fund Administration
July 2025
Watch expense transactions flow directly into your general ledger
Sync Ramp expenses directly into Carta Fund Admin for real-time visibility, faster reconciliation, and smarter financial decisions—all from a single source of truth.
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