Investment Firm Overview

Investors use Carta to track and manage their funds in one place. The free investment firm product gives investors access to update the value of their shares to indicate gains or losses, sort their investments by fund, request cap table access from companies using Carta, and run round modeling and waterfall analyses.

The paid version of the investment firm product gives investors more robust analytics (by sector, stage, geography, etc.) and portfolio-level reporting (even if the companies are not on Carta). The paid product also allows you to manage fund membership, issue capital calls and distributions, provide K-1s and other documents in an encrypted portal.