How to manage firm investments in the Investments dashboard
The Investments dashboard is your firm’s single place to see every portfolio company you track in Carta, no matter the source. You will see companies where your firm has accepted securities on Carta, companies synced from the general ledger if you use Fund Administration, and companies you’ve added manually so you can track “paper” holdings alongside everything else.
From this ledger you can scan high-level metrics, open a row for more context, and click through to the Holdings page for additional detail.
Select a tile below to learn more: