Oct 4, 2022 · When an investor sends a request for information, you will receive an email from Carta similar to the one below.

Aug 19, 2021 · Navigate to Requests > Request for Information in the sidebar. Click View requests for the quarter. Select one or all portfolio companies ...

Feb 20, 2024 · You'll have the option to connect directly with our team via phone or by submitting a support request online as shown in the workflow below.

Jul 7, 2022 · In the upload portal included in the Investor request, scroll to the financials section and click Link Account*. · Select your accounting system.

Feb 8, 2024 · Raised more than $1M in investor securities; Require a 409A valuation service from Carta. You can review the detailed Terms of Service agreement ...

Trending articles · How do I exercise my options on Carta? · Managing Company Users and Permissions · Updating Stakeholder Details: Name, Email, Address, etc.

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Stay audit-ready. Assess investor risk and uncover potential liabilities before calling capital. Carta's KYC and AML services help your fund stay compliant. We ...

Mar 6, 2024 · Cap Table Request — Sent to the Investor relations contact to indicate that an investment firm is requesting access to the company's cap table.

Apr 25, 2023 · When a fund initiates a capital call through Carta, you will receive an email notification from investor-notices@carta.com.