KPI Information Sharing for Companies and Investors - Carta Companies

KPI Information sharing for companies and investors

Companies can share their cap tables with their investors securely through Carta.

An investor sends a request for information through Carta, which sends an email to the point of contact they have indicated on the platform. The company uploads files via the secure link provided. For more information on how to complete an investor request, click   here.

When a stakeholder makes a request via their portfolio, the company's Stakeholder Relations contact is notified by email. To see how legal administrators can change the approver for these requests click  here.

There are five levels of access you can grant: No access, Individual view, Summary cap table, Intermediate cap table and Detailed cap table.

Was this article useful? Thanks for the feedback There was a problem submitting your feedback. Please try again later.