May 6, 2022 · As Carta companies publish new share classes or file updated Articles of Incorporation (AOI), funds with "cap basic" or higher cap table access ...

Trending articles · How do I exercise my options on Carta? · Managing Company Users and Permissions · Updating Stakeholder Details: Name, Email, Address, etc.

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Jun 13, 2023 · This article outlines the steps necessary for a private company to request a 409A valuation through Carta. The 409A request form will ...

Manage all things equity in one place, including cap tables, valuations, fundraising, issuing shares, expense accounting, and equity planning.

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May 10, 2023 · Log into Carta and navigate to the fund with the investment that you want to update. · Go to the investments tab on the top navigation bar.

Mar 6, 2024 · That's why we've compiled a list outlining the various email notifications you may receive from us. Whether you're a company admin seeking to ...

Feb 8, 2024 · Require a 409A valuation service from Carta. You can review the detailed Terms of Service agreement that the company signs here. How will ...

Main Value Proposition. Automatically track your equity spending with Carta's Standard Financial Reporting. Key benefits include: Accurate, automated expense ...

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Feb 20, 2024 · Carta Help will search our support knowledge base and other sources to find the answer for you. You may see a full article, several articles ...

Sep 13, 2021 · Equity Management Software. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Locations.