How to track financial package progress
If your fund has multiple firms on Carta, you can now effortlessly switch between them to review and monitor the progress of financial packages by using the financial reporting tool.
From the Dashboard tab, scroll to the bottom and click into the Financial Reporting tool.
Select an entity by clicking Track progress.
After selecting an entity, you can view the Financial Report Progress page. This page can serve as your hub for managing financial data, tracking expenses, and ensuring the accuracy of financial reports for all of your fund’s entities before sharing them with stakeholders.