Investor Experience for Financings

When you are invited to participate in a financing on Carta, you will receive an email request to sign closing documents and review wire instructions. 

1. Click 'Participate in financing' to create an account on Carta. 


Once you create an account or log into an existing account, you will see a task to complete. 

2. Click 'Get Started' to create a portfolio

3. Review and sign the closing documents. Please check back to see any status update.  

4. Once signed, funds can be transferred directly to the Company outside of Carta.

Please contact the Company for their bank information.  

Once the financing has closed, the Company will issue out the resulting securities. You will see a Financing Record in your security details window. It includes information about the closing documents you signed and the bank transfers you have made.