Why Grant Viewer Access?
After submitting your deal, we require viewer access to your Carta account to:
Review Documents
Examine your underlying grant documents.
Complete Diligence
Conduct thorough diligence for your funding.
How to Grant Access
Step 2: Navigate to the Account Tab
- Select 'People' from the dropdown menu.
- Click 'Add user' to proceed.
Step 3: Add Vested as a User
- Enter “Bobby” for the first name.
- Enter “Klein” for the last name.
- Enter as the email address.
- Enter “Deal Ops” as the title.
Need Help?
Contact our support team at hello@vested.co.