Solution introduction
Optimize your portfolio with greater access to liquidity and disclosure
Exposure to a broader set of investment opportunities supports portfolio diversification and management goals
Expand investment opportunities
Diversify your portfolio with access to more investment options
As an onboarded CartaX institutional investor, you will have unique exposure to high-growth venture-backed companies.
Data-driven investing
Make informed investment decisions with standardized disclosure and reporting sourced directly from the issuer
Understand capitalization, financials, corporate governance, and valuation through our proprietary investment platform.
Portfolio management for institutional investors
Optimize portfolio management | Move in and out of positions over months, not a decade
Integrating regular, programmatic liquidity on the trading platform with your ownership data allows for agile investment and streamlined portfolio management.
