How do I invite my portfolio companies to join Carta?

You can now invite your portfolio companies to join Carta directly from your portfolio page.

To invite a company that is not on Carta, click on a company row on the 'Portfolio' page. Portfolio companies not on Carta are indicated by not having the Carta logo icon next to that company's name.

After clicking that company, you will now see a blue banner with a link to 'invite Company to join Carta'.


If you click the 'invite Company to join Carta'  link, you can enter your portfolio company's contact email and include a custom message explaining why you are inviting them to sign up.

After clicking on 'Send invite email' the recipient will receive an email like the one below.

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