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Carley Peterson

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Posted By Carley Peterson 04-27-2023 06:41
Found In Ideation
As an option in the share class manager under dividend accrual should add non-accruing as an option. Many of our clients have a non-cumulative non-accruing dividends.
Posted By Carley Peterson 09-26-2022 08:34
Found In Ideation
It would be helpful to have the ability to send 228(e) notices to stockholders within Carta since all the investor information is in the system already.
Posted By Carley Peterson 09-26-2022 08:31
Found In Ideation: Ideation
There are templates for option grants and restricted stock but it would be helpful to add templates for preferred stock. When a company has multiple investors in a round it would be helpful to upload the Purchase Agreement and ancillary documents once instead of adding to each individual certificate ...