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Shari Reinard

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1 to 6 of 6 total
Posted By Shari Reinard 04-11-2024 12:49
Found In Community: Carta Collective
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My company is switching banks and I want to make sure I update this in Carta before our renewal. Can I do that myself? If so, where?
Posted By Shari Reinard 02-13-2024 08:57
Found In Egroup: Carta Collective
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Hi Christie, we haven't created the new plan yet. Just wondering if that is something that we can do. ------------------------------ Shari Reinard ------------------------------
Posted By Shari Reinard 02-08-2024 14:18
Found In Egroup: Carta Collective
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If we create a new equity plan, can we have the shares available for issuance under the old plan, and any forfeited (cancelled, etc.) securities under the old plan automatically be added to the new plan share pool? ------------------------------ Shari Reinard ------------------------------
Posted By Shari Reinard 08-31-2023 09:22
Found In Egroup: Carta Onboarding
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I'm going through the checklist for Carta onboarding and noticed that I need to provide an email address for all of our investors and shareholders. Most of our investors are super busy and I don't want to bother them with information that isn't important. Why do I need to provide their email address ...
Posted By Shari Reinard 08-31-2023 09:18
Found In Egroup: Carta Onboarding
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I'm working on gathering the information on for my company's cap table to ensure that it's all complete and accurate. My question is, does my cap table excel file need to be in a certain format? Or can I just send it over in the format that I've compile over the past several months? Want to make ...
Posted By Shari Reinard 08-30-2023 10:52
Found In Egroup: Carta Collective
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I need to delete a Company User from our account but I am getting an error that says " holds responsibility ( role). This user cannot be removed without reassigning this responsibility to someone else." Is there a way to tell what responsibility he has that I need to reassign? Thanks in advance for ...