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.