List of Contributions

Hey Josh! It was great to read about your background and the problem leafplanner is trying to solve. Do you have any advice for setting up a will/trust or succession planning? ------------------------------ Huong Duong ------------------------------

Navigate to the Company tab > Settings > Subscription Details > In the Payment Information tab, click 'Add Payment Method' There's an ACH verification workflow that can be viewed here. Once verified, select the account as the preferred subscription billing method by clicking the 'Actions' button ...

Navigate to the Stakeholders tab > All Stakeholders > locate the SH to terminate > click the drop down menu on the right hand side > click “Terminate Stakeholder” > input the termination date. This is the date vesting will stop. Next, input the termination type. The date and termination type selected ...

What's the workflow to add a new share class in Carta? ------------------------------ Huong Duong ------------------------------

Does my legal team need to be involved?