List of Contributions

Carta is a tool for you to streamline the workflow between you and your legal team. Carta is not a replacement for your legal team or a way to be exempt from legal compliance requirements. We therefore rely on you to work with your legal team to manage your Carta account and update your company’s cap ...

How to update the cap table depends on what type of updates you want to make! If you need to reflect a security transaction, you'll navigate to Securities > select the relevant security type > search the applicable stakeholder > click the ellipsis next to that stakeholder > select the relevant ...

One of the best ways I've found Carta helpful when fundraising is the scenario modeling tool. They also have a free convertible security calculator for those without a paid plan. I appreciated Carta's transparency in sharing how they raised their Series A. Lastly here is a blog with some helpful material ...

Your existing share classes will be set up during the onboarding process. Once your account is live, you can add a share class under the Capitalization section > Manage share classes. Add a share class and follow the workflow for a new and amended AOI that needs to be reflected in Carta. -------- ...