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Carta Implementation

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RE: Cap Table Format

Posted By Carta Implementation 10-24-2023 14:26
Found In Egroup: Carta Onboarding \ view thread
We don't require any certain format for your cap table during the onboarding process. Please send over the excel file that you have to your Implementation Manager and ensure that it includes all relevant information asked for. A good rule of thumb is to provide any information that you feel is pertinent, ...

RE: Investor email address

Posted By Carta Implementation 10-24-2023 14:24
Found In Egroup: Carta Onboarding \ view thread
We understand that many of your shareholders and investors are busy and definitely want to make sure that they aren't unnecessarily bothered. Rest assured that we only ask for their information to ensure that they are able to accept and manage their equity electronically in the Carta platform. By doing ...

RE: Electronic Certs Email

Posted By Carta Implementation 10-24-2023 14:24
Found In Egroup: Carta Onboarding \ view thread
After you verify your cap table and go live on Carta, all of your company's shares will be electronically issued through Carta to your stakeholders. Although they may have accepted them previously, since they now live in Carta, we require them to be accepted in our system. As an SEC-registered transfer ...

RE: Blank agreement forms

Posted By Carta Implementation 10-24-2023 14:22
Found In Egroup: Carta Onboarding \ view thread
We do need a blank form of the options agreement and exercise agreement. These documents will live in Carta and be referenced by shareholders. Ensuring that the forms are blank allows your shareholders to view these documents and understand the terms of their equity. ------------------------------ ...

RE: What can stakeholders see?

Posted By Carta Implementation 10-24-2023 14:20
Found In Egroup: Carta Onboarding \ view thread
Once your account is live, stakeholders will be prompted via email to accept their electronic securities in Carta. They will create a login and be able to view their shares and your equity plan information. You'll also be able to choose what communications are sent to stakeholders via Carta in our Communication ...

RE: 409a

Posted By Carta Implementation 10-24-2023 14:18
Found In Egroup: Carta Onboarding \ view thread
The fastest way to get your 409A is to complete your Carta onboarding quickly and efficiently. To complete your valuation, we need to make sure that we understand your company's ownership situation, so as soon as you complete onboarding, our Valuations team can start working on your 409A. This support ...

RE: What documents do I need?

Posted By Carta Implementation 10-24-2023 14:18
Found In Egroup: Carta Onboarding \ view thread
There are several different documents that you'll need to gather so that we have a complete picture of your company's ownership situation. Examples include your current cap table, stock purchase agreements, articles of incorporation, and SAFE notes. You can find all of the necessary documents needed ...

RE: Do we have to contact my investors?

Posted By Carta Implementation 10-24-2023 14:17
Found In Egroup: Carta Onboarding \ view thread
Yes, it's important to add all shareholders to your Carta account to ensure that their shares will be electronically issued in Carta. It's a great idea to proactively communicate with them to let them know that they will be prompted via email to accept their shares in Carta during your onboarding process. ...

RE: Cap table administration

Posted By Carta Implementation 10-24-2023 14:17
Found In Egroup: Carta Onboarding \ view thread
Once you finish onboarding with Carta, you'll have full access and control to manage your cap table as needed. For compliance purposes, Carta staff will not take direct action on your account, but you'll have access to our Carta Community, knowledge base, and Carta Support if you need any help along ...

RE: Legal team involvement

Posted By Carta Implementation 10-24-2023 14:16
Found In Egroup: Carta Onboarding \ view thread
While it is Carta's recommendation to include your legal team, you don't have to involve your legal team if you don't want to. We're happy to help you through the onboarding process to make sure that it's as simple and cost-effective as possible. ------------------------------ Carta Implementation ...

RE: Round Closing

Posted By Carta Implementation 10-24-2023 14:15
Found In Egroup: Carta Onboarding \ view thread
No, we can complete your Carta onboarding process with your current fundraising information and once your next round closes, you'll be able to update the information in your Carta account with the new information. This will ensure that you get access to all of the features that Carta offers asap and ...

RE: Converted SAFEs

Posted By Carta Implementation 10-24-2023 14:15
Found In Egroup: Carta Onboarding \ view thread
No, this is not required, and would be a company-by-company decision. Carta has the ability to link historic SAFE notes and convertibles to the resulting stock certificates, so if you would like to record the original SAFE and link it to the resulting stock certificate, you can do so. However, it is ...