How to use the Investor Relations page

Streamline your investor management process and ensure that all relevant information is easily accessible and up-to-date on Carta's Investor Relationships page.

View a list of all investors

You can view a complete list of all of your investors, including essential details such as:

Ownership: Number of shares and share class.
Series invested: The specific series in which the investor has invested.
Contact: The email address of the investor.
Cap table access: Information on whether the investor has access to the cap table and the ability to edit access.

Mark major investors

You have the ability to mark certain investors as major investors.

Respond to investor requests

View and respond to requests for information, enabling you to efficiently handle inquiries and maintain transparent communication with your investors.

How to manage investor relations on Carta