Carta Onboarding

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Notifying Shareholders

By Brent Devey posted 09-12-2023 10:22


Congratulations! You've successfully navigated the cap table verification process, ensuring accuracy and transparency in your equity records. But the journey doesn't end here—welcome to the phase where ownership acknowledgment takes center stage. In this blog post, we'll guide you through the pivotal steps that follow cap table verification, ensuring that your securities are acknowledged and accepted by shareholders with ease.


Account Activation: Setting the Stage


Once your cap table details are verified and ownership agreements are confirmed, your Implementation Manager takes the reins to activate your account. This pivotal step marks the transition from preparation to action, and it's a momentous stride toward effective equity management.


Welcome to Acceptance: Registration Email


As your account springs to life, a registration welcome email awaits each shareholder–employees and investors alike. Designed to be user-friendly and straightforward, this email is your guide to accepting your securities on the Carta platform. The process is simplified to ensure that every shareholder can confidently complete this crucial step.


Reminder for Progress: Encouraging Acceptance


In the event that some securities remain unsigned, Carta doesn't leave any stone unturned. A gentle reminder email nudges recipients to take action and acknowledge their ownership. This approach ensures that everyone is aligned with the equity journey.


Ownership Confirmed: Confirmation Email


The moment a shareholder accepts their securities, a confirmation email arrives, serving as a digital receipt and confirmation of their ownership. This email not only solidifies their position as a stakeholder but also provides them with a tangible record of their investment.


Empowering the Equity Experience


These post-verification steps are more than just formalities—they're about ensuring that every stakeholder is engaged, informed, and empowered in the equity ownership journey. By embracing the acceptance process, you're establishing transparency, strengthening accountability, and fostering a culture of proactive engagement.


Your Impact, Amplified


As you guide your company through these post-verification stages, you're contributing to a seamless and efficient equity management experience. Every acceptance, every confirmation, and every interaction builds a foundation of trust and accuracy.


Welcome to the Future of Equity


In the world of Carta, the journey doesn't conclude with verification—it's a continuum of empowerment. From acknowledging ownership to confirming acceptance, every step shapes the future of equitable ownership.


Thank you for entrusting Carta with your equity management journey. Stay tuned for more insights, resources, and tools that will further enhance your experience as we navigate this path of innovation and excellence together.