<\/strong>It\u2019s easy to track your portfolio companies in Carta. If they already use Carta to manage their cap table, you\u2019ll automatically get a free dashboard to track your holdings. After you accept your securities, simply login to view your dashboard and get real-time portfolio company data.\u00a0<\/p>\r\n\r\n
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Request cap table access Refer companies onto Carta<\/strong><\/p>\r\n When you refer more companies to Carta, it\u2019s easier to track everything on a single platform. Our partnerships team can help provide a discount for your portfolio companies. Just reach out by sending us an email<\/a>.\u00a0<\/p>\r\n When you upgrade to full-service fund administration<\/a>, our dedicated team of experts partners with you to help meet your firm\u2019s goals. We maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management. Plus, Carta always has up-to-date metrics like IRR<\/a> and real-time portfolio company data. Learn more<\/a>, or get started<\/a> today.<\/p>\r\n\r\n\r\n\r\n\r\n DISCLOSURE: This communication is on behalf of eShares Inc., d\/b\/a Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. 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.<\/p>\r\n","protected":false},"excerpt":{"rendered":" Here\u2019s what to do after you\u2019ve accepted a security to optimize your Carta experience.<\/p>\n","protected":false},"author":75,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[66],"tags":[277,107,278,172,13],"acf":[],"_links":{"self":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts\/5952"}],"collection":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/users\/75"}],"replies":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/comments?post=5952"}],"version-history":[{"count":0,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts\/5952\/revisions"}],"wp:attachment":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/media?parent=5952"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/categories?post=5952"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/tags?post=5952"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/strong>If a portfolio company issues your securities on Carta, you can request access to their cap table<\/a>. Cap table access allows you to see important details such as cash raised, last preferred valuation, and your ownership percentage.\u00a0<\/p>\r\nCarta for Fund Admin<\/h3>\r\n
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