Grant Vested Viewer Access to your Carta Account

Complete your deal submission with Secure Access

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.

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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