Carta's new Investments Dashboard features an improved design and enhanced functionality—transforming how investment teams organize, analyze, and act on their most important information.
From navigation chaos to order
The new interface features enhanced usability with headers that stay visible as you scroll, columns that automatically adjust to your content, and seamless browsing without page breaks. Duplicate entries now group cleanly, and we've eliminated the confusing mix of clickable and non-clickable text that previously cluttered the interface.
Advanced functionality that matches your workflow
Every fund manager organizes portfolios differently—by geography, industry sector, fund vintage, or investment stage. The redesigned dashboard introduces powerful custom grouping and tagging capabilities that let you categorize and filter investments exactly how your team needs to see them, with simplified tagging columns and flexible grouping functionality.
Seamless analysis-to-reporting workflow
The dashboard's export functionality maintains all applied filters, columns, and tags—meaning customized analytical views convert directly into polished reports. This eliminates the traditional disconnect where insights generated in one system have to be manually recreated for external communication, transforming portfolio management from a data compilation exercise into a strategic analysis tool.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. © 2026 Carta. All rights reserved. Reproduction prohibited.
