Adding Investments - Bulk import

To bulk import new investments, navigate to 'Setup' under 'Account'. Make sure that you are on the 'All entities' view. 

Scroll down and select 'Import/Export' for investments under 'Portfolio securities'

Download and open the template.

Begin by listing your portfolio company names, DBA (optional), company website and company description.

Next, select the 'Priced Round' tab and input the information for your common and preferred share certificates.

Note: The company name must exactly match as it is listed in the 'Investments' tab and the fund name will also need to exactly match the fund name in your Carta account. 

Finally, move to the 'Convertible' tab and enter the information for your convertible notes and SAFEs. 

Note: The company name must exactly match as it is listed in the 'Investments' tab and the fund name will also need to exactly match the fund name in your Carta account. 

Once you have filled the information, select the spreadsheet on the same Carta modal and then click ' Import spreadsheet'

Correct any errors that arise in the upload. 

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