List of Contributions

RE: Delete/Rename Convertible Notes

Posted By Carta Support 01-19-2023 09:01
Found In Egroup: Carta Collective \ view thread

Our Carta Staff will need to update this on the backend first. Then your company admin must cancel the security first. You can use this support article to walk through the process of canceling. ------------------------------ Carta Support ------------------------------

RE: Transferring Convertible Notes on Paper

Posted By Carta Support 01-19-2023 08:48
Found In Egroup: Carta Collective \ view thread

Hello! Our Carta Staff will have to update to remove the paper tag. Once that is complete, the transfer is then done by the admin using the steps outlined in this support article: Transfer Shares. ------------------------------ Carta Support ------------------------------

RE: Cancelling Convertible Note Transfer

Posted By Carta Support 01-19-2023 08:46
Found In Egroup: Carta Collective \ view thread

Hello! Your company admin should cancel the certificates (if they've been accepted). Our Carta Staff will then delete convertible notes that were incorrectly added and then the company can process a reverse cancellation. ------------------------------ Carta Support ----------------------------- ...

RE: Bulk Changes to Award Types

Posted By Carta Support 01-19-2023 08:34
Found In Egroup: Carta Collective \ view thread

Thanks for reaching out. Our Carta Staff can take care of this with a bulk update. You can give us a call and we'll take care of it: Team Opening Time Closing Time Phone Number Public Companies 5:30 am 5:00 pm +1 801 783 4989 Law Firm Partners 6:00 am 6:00 pm +1 650 ...

RE: Transferring RSUs into a Trust

Posted By Carta Support 01-19-2023 08:31
Found In Egroup: Carta Collective \ view thread

Hello! You will need to first cancel the RSUs. You can do so using this support article. You will then need to reissue the RSU grants. You can check out this support article to do that. ------------------------------ Carta Support ------------------------------

RE: Change Email

Posted By Carta Support 01-19-2023 08:26
Found In Egroup: Carta Collective \ view thread

Thanks for reaching out. Our Carta Staff will retract and resend with confirmation the holder is aware. Please give us a call and we'll take care of this: Team Opening Time Closing Time Phone Number Public Companies 5:30 am 5:00 pm +1 801 783 4989 Law Firm Partners 6:00 ...

RE: Canceled Options Instead of Terminating

Posted By Carta Support 01-19-2023 08:24
Found In Egroup: Carta Collective \ view thread

With regard to this query, cancelation is not different from termination with regard to returning units to the pool. The difference comes up, instead, in case the interest has a vesting schedule and any portion of the grant's vesting had been vested at the time of cancelation/termination. That is ...

RE: Changing CEO Title on Certificates

Posted By Carta Support 01-19-2023 08:23
Found In Egroup: Carta Collective \ view thread

Thanks for reaching out. Our staff will need to retract the certificates and then the company can resign with the correct title. Please give us a call and we can help you with that: Team Opening Time Closing Time Phone Number Public Companies 5:30 am 5:00 pm +1 801 783 4989 ...

RE: Termination Date Not Entered, Employee Exercised Shares

Posted By Carta Support 01-19-2023 08:20
Found In Egroup: Carta Collective \ view thread

Hello! This requires confirmation that the holder is aware, but Carta Staff will cancel the exercise. The company will need to terminate and manually exercise for the correct quantity instead. ------------------------------ Carta Support ------------------------------

RE: How to Change Fund Names?

Posted By Carta Support 01-19-2023 08:19
Found In Egroup: Carta Collective \ view thread

The certificates will be pending on the company's admins' approvals and, before re-approving them, you will navigate to Securities > Shares > Locate the certificate > Click on the three dots button > Click on Modify Certificates > Pick a Reason > Click on Next > On the field name, you will mark the checkbox ...

RE: Fix Incorrect Repurchases

Posted By Carta Support 01-19-2023 08:17
Found In Egroup: Carta Collective \ view thread

Hello! Here are the steps to complete this: Navigate to the certificate that was repurchased (CA-165 and CA-267) > Select the three dots to the right > "modify certificate" > change the value for "non-returning shares" to 0. Let us know if you have any other questions. --- ...

RE: Shareholder Didn't Receive Email

Posted By Carta Support 01-19-2023 08:16
Found In Egroup: Carta Collective \ view thread

This certificate was issued to the same stakeholder that has accepted ZA+-3. This holder has a portfolio already set up in Carta. Even though you issued this to a new email address, the system is still routing to his already existing portfolio. ------------------------------ Carta Support ...

RE: How to Transfer a Warrant

Posted By Carta Support 01-19-2023 08:14
Found In Egroup: Carta Collective \ view thread

Hello! The recommended workaround for this would be to issue the new five warrants and cancel the original one as of the transfer date. Let us know once that has been done and we will connect the transfer on our end. ------------------------------ Carta Support ------------------------------

RE: How to Login with an Updated Email

Posted By Carta Support 01-19-2023 08:12
Found In Egroup: Carta Collective \ view thread

Thank you for reaching out. We'll have to take care of this on the Carta end and send a new login to the investor. Please reach out: Team Opening Time Closing Time Phone Number Public Companies 5:30 am 5:00 pm +1 801 783 4989 Law Firm Partners 6:00 am 6:00 pm +1 650 ...

RE: Notice Printing Without Information

Posted By Carta Support 01-19-2023 08:11
Found In Egroup: Carta Collective \ view thread

Carta does not fill in the template of the form of the option agreement. Fields can refer to "See Carta" but we do not automatically populate. The company will need to complete these templated documents with the correct information. ------------------------------ Carta Support ------------- ...

RE: Updated Last Name

Posted By Carta Support 01-19-2023 08:08
Found In Egroup: Carta Collective \ view thread

Thank you for reaching out. Changing the last name of your employee will have to be completed by our Carta Staff. Please reach out and we'll be happy to help: Team Opening Time Closing Time Phone Number Public Companies 5:30 am 5:00 pm +1 801 783 4989 Law Firm Partners ...

RE: Transferring Shares from Deceased to Family Member

Posted By Carta Support 01-19-2023 08:01
Found In Egroup: Carta Collective \ view thread

We're so sorry to hear that. Transferring everything to their beneficiary can be achieved by attaching a copy of the death certificate as an additional document on the grant(s). You can then process a transfer to the beneficiary. Please note: the beneficiary must be added to the company ledger to process ...

RE: Change ISO Disqualification Date

Posted By Carta Support 01-10-2023 12:52
Found In Egroup: Carta Collective \ view thread

Upon reviewing the audit history of the holder's grant, I could see that the ISO disqualification date was manually input by a company's Legal administrator. Carta automatically disqualifies a grant after 3 months of the termination date but it is also possible to disqualify an ISO manually by following ...

RE: Changing Securities After a Death

Posted By Carta Support 01-10-2023 10:37
Found In Egroup: Carta Collective \ view thread

I'm sorry to hear that. Regarding your inquiry, before granting the beneficiary access to the deceased portfolio, please ensure that this conversation has been discussed with your legal team as they will need to best instruct the company on how to reflect this change. If the deceased has shares, our ...

RE: Calculating Interest on Convertible Note

Posted By Carta Support 01-10-2023 10:35
Found In Egroup: Carta Collective \ view thread

You can update the Interest Start Date on the platform on our Modify Convertible workflow. To do that you should navigate to Securities > Convertibles > Search for the Convertible > Click on the three vertical dots on the right side > Modify Convertible Note. On the Terms section, you will input the ...

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