Grant Vested View-Only Access to Your Carta Account

Complete your deal submission with Secure Access

Why Grant View-Only Access?

After submitting your deal, we require view-only access to your Carta account to:

Review Documents

Examine your underlying grant documents.

Complete Diligence

Conduct thorough diligence for your funding.

Carta + Vested

How to Grant Access

Step 1: Log in to Carta

- Access your Carta account as you normally would.

carta login

Step 2: Navigate to the Account Tab

- Select 'People' from the dropdown menu.

- Click 'Add user' to proceed.

carta account tab

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.

carta add user

Need Help?

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