Idea Details

Investor Update Controls

Last activity 10-05-2023 01:41
Tucker Saxon's profile image
By: Tucker Saxon
06-27-2023 11:33

In order for the Investor Update tool to be usable for us, we need the ability to control data access similar to the ability in the Data Rooms (download, watermark, requiring NDA). We would love to use this to provide updates, but do not want the information provided to be downloadable and such.  As the tools are already built into the Data Rooms, and investors would be accessing the Investor Update through their Carta portal, I hope it doesn't require a significant time investment to move those same controls to the Investor Updates.


10-05-2023 01:41

Seems useful

07-12-2023 08:30

Thanks for sharing! I've passed this along to our Product team for review.

07-03-2023 17:08

I was just look for this exact feature last week!

06-29-2023 15:09

Love this.