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Carta · carta.com · Alternative investments

Carta’s legal terms, tracked since March 2026.

Carta’s public privacy policy, terms, sub-processor list and fund administration terms, with every notable change in plain English.

At a glance
Documents monitored101
Last notable changeSep 9, 2026Privacy Policy
Notable changes2 in 7 monthstypical vendor on these pages: 2 in 7 months
Updates detected since March 20265including formatting and page changes
Sub-documents identified so far99linked from Carta’s own documents
MonitoringActivesince Mar 3, 2026
Public page updated monthly · Last updated October 8, 2026 · Next update November 1, 2026Legal Sentinel tracks these documents continuously. See it in a demo
What RIAs should know

Carta updated its Privacy Policy twice in 2026.

In May 2026, Carta’s Privacy Policy brought Carta Law (Avantia Law Limited) into its scope and explained when Carta Law acts as controller or processor. It says it replaces earlier privacy notices, including Carta Law’s.

In September 2026, we detected a new version of the Privacy Policy, effective June 4, 2026, with an additional notice for users outside the US, including the EEA and UK.

We monitor 101 Carta documents, most of them service terms for fund administration, SPVs and tax preparation.

What the terms say

What Carta’s documents say about client data.

Quoted from the current version of each document. The right-hand column shows how many of the 75 vendors we monitor have a matching clause.

Sharing data with third parties

Addressed

“We may collect, use, and share data that has been aggregated or anonymized in a manner that does not identify You personally for any purpose permitted under applicable law.”

Terms of Service · as of Oct 8, 2026 · view source
92%
of monitored vendors (69 of 75)
Change history

What changed, and when.

Notable changes since monitoring began in March 2026, newest first. Each is written from our automated comparison of the before and after versions, then reviewed by a person.

Sep 9, 2026Privacy PolicyPrivacy rights

Published a new Privacy Policy with a notice for non-US users

The policy is effective June 4, 2026. A new section applies to people using the services from outside the US, including the EEA and UK.

May 15, 2026Privacy PolicyPrivacy rights

Brought Carta Law into the Privacy Policy’s scope

Covers Avantia Law Limited, trading as Carta Law, and explains when it acts as controller or processor. Replaces earlier privacy notices, including Carta Law’s.

+ 3 other updates detected, such as formatting, page layout and wording changes.
  • Sep 9, 2026: Privacy Policy
  • Aug 10, 2026: List of Sub-Processors
  • Aug 9, 2026: Payment TOS
  • Aug 9, 2026: Master Subscription Agreement
Documents monitored

101 Carta documents.

Sub-documents are other Carta documents that its policies link to, such as addenda and product terms. We list the ones identified so far; there may be others.

DocumentFirst capturedLast changed
List of Sub-Processorscarta.com/legal/privacy/sub-processorsMar 9, 2026Aug 10, 2026
Privacy Policycarta.com/privacyAug 10, 2026No change detected
Cap Table Data Privacycarta.com/security/cap-table-dataSep 10, 2026No change detected
Carta Europe Data Security and Privacycarta.com/security/carta-europe-data-security-privacySep 10, 2026No change detected
Privacy Policycarta.com/legal/privacy/privacy-policyMar 9, 2026Sep 9, 2026
Terms & Conditionscarta.com/legal/terms-agreements/terms-serviceMar 9, 2026No change detected
Transfer Agent Terms and Conditionscarta.com/legal/terms-agreements/transfer-agent-terms-and-conditions
Links to 1 sub-document identified so far
Mar 9, 2026No change detected
Carta Equity Transaction Payment Termscarta.com/legal/terms-agreements/equity-transaction-payment-termsAug 9, 2026No change detected
Terms of Servicecarta.com/terms-of-serviceAug 9, 2026No change detected
Legal / Termscarta.com/legal
Links to 4 sub-documents identified so far
Sep 9, 2026No change detected
Policy Desk / Policies (Legal & Compliance)carta.com/policySep 9, 2026No change detected
Scope of servicescarta.com/legal/scope-services
Links to 80 sub-documents identified so far
Sep 9, 2026No change detected
+ 89 more Carta documents monitored.
Questions

Carta terms: common questions.

When did Carta last change its privacy policy?

We detected a new version of Carta’s Privacy Policy on September 9, 2026. It is effective June 4, 2026 and adds a notice for users outside the US. An earlier change on May 15, 2026 brought Carta Law into scope.

Does Carta share anonymized data?

Its Terms of Service say Carta may collect, use and share aggregated or anonymized data that does not identify the user personally, for any purpose permitted by law.

Does Carta publish a sub-processor list?

Yes. Carta publishes a List of Sub-Processors, which Legal Sentinel monitors along with its Privacy Policy and terms.

Scope and limitations. This page describes what Carta’s public documents say as of the dates shown. We monitor the documents listed above; we don’t verify how Carta operates in practice, test its security controls or confirm regulatory compliance. It isn’t legal advice, and it doesn’t cover negotiated agreements or order forms. Request a correction · No vendor pays to be listed.