Account Recovery Measures

Who This Affects

Users without a verified secondary email address

What’s New




  • General availability for all users by the end of Q2

Capital Calls on Android


Who this affects

  • Fund administration clients

Supported platforms

  • Android (Previously available on iOS)

What's new



Valuation Updates from Company Cap Tables

What's New?

Carta fund admin users can instantly be notified about share price updates for portfolio companies with their cap tables on Carta. As Carta companies publish new share classes or file updated Articles of Incorporation (AOI), funds with basic or higher cap table access may receive notifications about these updates. In addition, users will have the option to apply these updates to their Schedule of Investments (SOI) immediately.

When a Carta company raises a new round and publishes it on their cap table, firms with appropriate access can be notified, and Carta will automatically mark their share value to the latest price on the AOI.

How it Works

When a company has their cap table on Carta and raises funding through an equity round, they update their Articles of Incorporation, create Stock Purchase Agreements, and update their cap table data to reflect the new breakdown of ownership and share price. 

The Fund Administration team reviews these updates when a new share class is authorized, or a new incorporation document is filed on Carta. Fund admin users who a Carta company has granted basic, advanced, or detailed access to the cap table will be notified of updates through email. The email will contain a link to information such as share class, share price, and impact on fund metrics. 

Who This Affects

Firms who have requested and been granted basic, advanced or full detail level access to the cap tables and financing history for their Carta portfolio companies will be notified of new filings.

Why This is Awesome

Carta serves a powerful network of equity and ownership data, which provides a single source of truth for companies and VC firms. This enables accurate data to be leveraged in multiple places, reducing discrepancies, confusion, and manual updates of investment valuations.

Disqualifying Disposition Report - Private Companies

What’s new


How it works





Who this affects




Additional resources


Investor Services Security Update: Requiring 2FA in 2022

Starting in May 2022, we will require that all Carta accounts have two-factor authentication (2FA), also known as Multi-factor authentication (MFA) enabled. Investor Services customers should confirm all of their team members have personal accounts properly provisioned and secured with MFA/2FA as soon as possible. 

Why MFA/2FA?

MFA is the industry standard for software companies, like Carta, that store sensitive identity and financial information.

What does this mean for me? 

As we make this change, all accounts need to be associated with a single person’s name. 

If there are multiple people at your organization accessing Carta with the same email and password, you need to take action.  

If you’re not sure, click here for instructions on checking or updating the name on your account.

How can I create accounts for other individuals on my team?

You can add people on the people page of each account by following these steps.

If you are unsure about how to set up access for other members of your team, please reach out to our support team at 

Why can’t we use two-factor authentication with shared login credentials?

We cannot send MFA/2FA codes to multiple people at once. 

Critically: resetting MFA/2FA can only be done for a person’s individual account. If a team member needs to reset MFA/2FA without a backup code, they will need to get in touch with our team and present a photo ID that matches the name on the account. 

How do I get this process started? 

Our Investor Services support team is happy to help you with this process. Reach out to them directly at: 

Why is this being required?

A password on its own gives you poor protection from hackers. They can steal them from other insecure websites or via malware, and people often reuse the same password for many accounts or choose passwords that hackers can easily guess. Carta is adding this additional security to protect your account from social engineering, phishing, and other related attacks.

Thank you for being a Carta customer, and we look forward to answering any questions you might have about this change. 

Improved Capitalization > by Share Class Experience



What’s next?



Support Article: Capitalization Table - By Share Class

Redesigned Capital Call Request Tool

What’s new?

Previously, our capital call request tool only allowed General Partners (GPs) to request capital from all investors in the fund regardless of their close date. Starting today, GPs can use the redesigned tool to: 

  • Make pro-rata capital calls from their existing investor base
  • Call capital from subsequent close investors 

Additionally, GPs will be able to view a list of all their newly closed investors, as well as any investors whose commitments have increased or decreased since the last capital call. The capital call amounts to be called from these investors will be auto-calculated by the tool for the GP to review. 

How it works

  1. There are two ways you can request a capital call. You can navigate to the Firm Management Page or through the capital calls tab in the fund page. 
  2. Select the type of capital call you would like to request:

    1. Pro Rata capital calls is an improved version of our capital call tool. Input a capital call dollar or percentage amount, followed by call details, and go through the final review step before initiating your capital call.
    2. Subsequent Close capital calls will list out investors who are new and those with changed commitments since the last capital call. You will have an optional text box for additional notes, capital call details, and a final review before initiating your capital call.

Who this affects

This is available for all fund administration customers who are on the Carta General Ledger.

What’s next?

We’ll be expanding the tool’s functionality to handle more complex scenarios, such as calling additional capital from both new and existing investors in the fund. We also plan to embed the PDF notices at the review step to give GPs the option to start the capital call without further approvals.

New Updated User Roles




Carta Web now has Section 6039: Form 3922 tax form generation

What's new? 



From the IRS:


How to Use

  2. Click Generate.
  3. Select the Effective Year of the report.
  • If Company tax data is not complete:

    1. Navigate to Company > Settings.
    2. Click into the Profile tab.





Click Generate Form 3922 to begin the generation of the files.







  • efile will be a specially formatted electronic .txt file.


For any filing questions, contact your tax advisor. 

Who this affects

Public and Private Market companies with an ESPP. 



What's Next


Improved Public Exercising Experience

Option exercising with Public companies is now easier than ever. 


Who this affects: 🇺🇸 Public US companies

What's new:

  • New experience for exercise requests:

    • Added explanations of exercise transaction methods
    • Clearer confirmation of address and payout method
  • Cashless exercising reflects issuer imposed trade limits

Action required: No action required


Show Previous EntriesShow Previous Entries