How to delete investor documents

Past documents can be deleted through the portal. Once deleted, LPs will no longer have access.

  1. Log into Carta and navigate to the applicable entity.

  2. Click into the Partners tab.

  3. Click into the Documents tab below.

  4. Select each document you'd like to delete by checking the box to its left.

  5. Click Actions and select Delete documents.

  6. Click again to confirm.