Welcome aboard to Carta's seamless cap table onboarding process! We're thrilled to guide you through the steps that will transform the way you manage equity. In this high-level overview, we'll introduce you to the key tracks that pave the path to a well-organized cap table and streamlined equity management.
Setting the Stage
To kick off your journey, expect to receive an email from your Customer Success Manager connecting you to your dedicated Implementations Manager. Next, your Implementations Manager will send an email outlining the necessary documents you’ll need to provide during onboarding and guide you on scheduling a kickoff call.
Guided Kickoff Call
During the kickoff call, our team will walk you through essential tasks on your end. This includes uploading crucial company documents, adding users with the appropriate account access, and completing your company profile. We will also set up a project timeline and explain the data migration process and its requirements.
Implementation in Motion
Now, your Implementations Manager takes over to import and organize all the information obtained from the documents provided by you in step 1. If your company has equity plans, we'll also upload the document sets provided by your company.
Completing the Onboarding Spreadsheet
After you’ve submitted your company details and required documents, your Implementation Manager will take the reins in completing your company's onboarding spreadsheet. This comprehensive document captures historical and current cap table information. They may reach out to you for additional documentation or missing details.
Cap Table Verification
The process reaches a pivotal point as you verify your cap table details. Depending on the size of your cap table, we may suggest completing this step with your legal team. Once verified, the securities will be signed by the company signatory!
Request Activation
Click "Request Activation" to expedite the release for your newly organized cap table. In case you do not complete the task within 7 days after the securities are signed, the account is automatically activated. Your Implementations Manager will conduct a final quality review and activate your account. After activation, stakeholders will receive welcome emails, prompting them to register and accept their holdings.
Ready to Roll
By completing these steps promptly, you'll not only simplify your cap table management but also prevent any delays that might disrupt your business flow. We're here to support you every step of the way as you transition to streamlined equity management with Carta.
Your Journey, Our Commitment
Thank you for choosing Carta as your partner in this journey. Our intuitive platform and dedicated team are here to ensure your cap table onboarding process is not just simple but also a transformative experience. Together, we'll navigate the path to accurate equity administration and a brighter future for your company.
Onward to efficient equity management!