Request Cap Table Access

Requesting cap table access through the 'Cap Table Access' page

1. Navigate to 'Cap table access' under ' Portfolio'.

2. Click the checkbox to the left of the company name that you would like to request cap table access from. Then choose 'Request cap table access' under 'Actions'. 

3. You will be able to include a message to your portfolio company here and then select ' Request cap table access'. The request will be sent directly to the Carta administrator for that company. 

4. You will be able to navigate back to this page to check the status of your request as well as ' View company' once this information is shared. 

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