Your Financing History Now Organized by Round
We've rebuilt how Financing History works on Carta. Securities are now grouped by funding round, the way most companies actually think about their history, and admins can manage rounds directly in the product for the first time.
View all your securities organized by funding round instead of share class
Create, edit, and delete rounds right in Carta, with no workarounds needed
Notes, SAFEs, and other instruments are included in the new round-based view
Choose which securities to include or exclude, with clear on-screen indicators
Available to all Carta companies. You can opt in using the banner at the top of your Financing History page.
Questions about what you're seeing, or feedback on the new layout? Drop a comment below -- we'd love to hear how it's working.