Build trust and manage investors with confidence

Unlock future funding and growth opportunities for your startup by building stronger relationships with your investors.
Investor Relations hero

Keep investors engaged in your startup’s success

Investors back founders who are transparent and engaged, offering not just capital but strategic support. With Carta, you can easily share updates, respond to requests, and securely manage access to key documents—all in one place.


Investor Relations Dashboard

Manage all investor communications 
in one centralized location

Manage all investor communications 
in one centralized location

Easily view investors and their ownership percentages on your cap table. Respond to requests, manage cap table access, and send updates—all from the Investor Relations hub.

Cap Table Access

Provide the right access to
the right people

Provide the right access to
the right people

Have full control over what information your stakeholders see. With Carta, you can easily set and manage access in bulk or by individual and by access level.

Data rooms

Securely share sensitive documents

Securely share sensitive documents

Share financial, legal, and other due diligence documents in a secure virtual data room. Control access and protect your data with advanced permission and expiration options.

Communication center

Take the guesswork out of investor updates

Take the guesswork out of investor updates

Using the Communication Center gives you a record of what you’ve sent investors and tells you whether they’ve read it. Plus, you can set an expiration date on your messages to reduce the chance of incorrect or outdated information being viewed.



Make investor updates a strategic advantage

Proactively manage investor communications, securely send due diligence docs, and manage cap table access.