FAQs - Investment Firms
Common Investor product questions
- How do I accept a fund commitment?
- Completing a Capital Call
- Investor Cap Table Access
- How do I add users to the investment firm account?
- How do I complete an investor's request for information?
- Investment Firm Overview
- How do I download the Carta app on my phone?
- How do access levels work?
- How do I navigate between accounts?
- How do I invite my portfolio companies to join Carta?
- Security Acceptance Workflow: Investment Firm
- Investor Contact Management
- Creating pro-forma capitalization tables
- Using pro-forma cap tables in the ASC820 Valuation
- How do I send files to transferred investors?