Companies can now easily provide investors with a one-time snapshot of their financials as part of regular updates. Simply connect your accounting software once, and easily apply the data to related tasks such as valuations, audit confirmations, and information requests.
For added security, updates are only accessible through the Carta platform behind a secure login—significantly reducing the risk of accidental forwarding or email-based sharing errors. Best of all, you make life easier for your investors, who can conveniently access this information through the Financials tab within Carta.
Reducing manual error and hours of work
Save time, improve accuracy, and deliver a more professional, streamlined experience for your investors. Once your accounting system is connected, preparing future updates becomes faster and more efficient. Sharing financial data through Carta also provides expiration controls and recipient engagement tracking, adding an extra layer of security and insight.
