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  • 1.  missing shareholder's letter

    Posted 09-05-2023 13:21
    Greetings,
    I received notification of a new quarterly shareholders letter but when I visit the Carta site there are no messages/ reports to be found. I was told by someone within the company that Carta has made some changes to the system and there are specific steps required to find these messages/ reports.. Can you help me to navigate this site? I've looked through it myself and could not find anything.


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    David Smith
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  • 2.  RE: missing shareholder's letter

    Posted 09-05-2023 14:12

    Hi David! 

    The letter should be in the Communications Center. After logging into the Carta platform, you can you can get there with the following navigation: 

    1. Go to the company page by clicking on the company name in your Portfolio Overview
    2. Click on the 'Company Updates' tab and this pop up should open
    3. Click 'Go to Inbox'
    4.  All messages and reports should be available to you in your Communications Center inbox

    If that doesn't work, please let me know and we'll do our best to point you in the right direction. 

    Take care!



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    Brent Devey
    Community Manager
    Carta
    Salt Lake City UT
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  • 3.  RE: missing shareholder's letter

    Posted 09-06-2023 10:44
    Hi Brent,,, still no success. I get an error message "This Account Is Empty", there are no Company Updates or Portfolio Overview that I can find. The company name is Evolon and I believe the POC for this would be Blake Pyle.






  • 4.  RE: missing shareholder's letter

    Posted 09-06-2023 14:05

    Sorry to hear that you're still having trouble. I think our best course of action is to have you chat with our Support team who can take a look at the technical details of your account and walk you through the details to make sure that Evolon is connected to your Carta account. You can give the team a call at 855-921-2859 and someone will help you help. 



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    Brent Devey
    Community Manager
    Carta
    Salt Lake City UT
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