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Greta Goldberg

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1 to 20 of 47 total

RE: Community Roadmap

Posted By Greta Goldberg 06-29-2022 06:36
Found In Egroup: Around The Table \ view thread
I love the idea of Founders Lounge. I can't wait for its launch! ------------------------------ Greta Goldberg ------------------------------

RE: QOTD

Posted By Greta Goldberg 06-22-2022 06:43
Found In Egroup: Around The Table \ view thread
Great question, Brent! I once had a recruiter tell me that if you decide to leave a job, the next one should be 50% what you know and the other 50% should make you uncomfortable. I always think about that when I am evaluating opportunities. ------------------------------ Greta Goldberg -------- ...

RE: Excited to be here!

Posted By Greta Goldberg 06-10-2022 09:48
Found In Egroup: Around The Table \ view thread
I am so happy to have you are here @Brent Devey. I am looking forward to seeing our Carta community grow and I know you will be a great steward for it.​ ------------------------------ Greta Goldberg ------------------------------

Webinar: The Fundamentals of Running a Tender Offer on Thursday, April 21 at 11am PT/ 2pm ET

Posted By Greta Goldberg 04-19-2022 08:51
Found In Egroup: Around The Table \ view thread
The volume of tender offers, a structured liquidity event that allows sellers to sell their shares to investors, or back to the company, exploded in 2021. In fact, in 2021 alone, Carta completed more than 4x the total conducted in 2020. What was once a nascent market, tender offers have become popularized ...

Congrats to our winners!

Posted By Greta Goldberg 03-14-2022 08:49
Found In Egroup: Around The Table \ view thread
I had a lot of fun in the last couple of weeks and learned a lot from you. Congrats to @Kris Cachia and @Adam Bier on being our winners. I will reach out to them directly to get their info to send prizes. There are lots of questions left unanswered. Answer 3 this week and I will send you a gift ...

Where on the platform can legal administrators upload 83(b) election forms to specific exercises?

Posted By Greta Goldberg 03-11-2022 11:02
Found In Egroup: Around The Table \ view thread
Where on the platform can legal administrators upload 83(b) election forms to specific exercises? ------------------------------ Greta Goldberg ------------------------------

When transferring a security, what do you input for cash paid if the transfer did not involve any exchange of cash?

Posted By Greta Goldberg 03-11-2022 11:00
Found In Egroup: Around The Table \ view thread
When transferring a security, what do you input for cash paid if the transfer did not involve any exchange of cash? ------------------------------ Greta Goldberg ------------------------------

How do you know which day count basis to select?

Posted By Greta Goldberg 03-10-2022 11:02
Found In Egroup: Around The Table \ view thread
How do you know which day count basis to select? ------------------------------ Greta Goldberg ------------------------------

Which cap table report shows an in-depth view of ownership by each stakeholder and their securities?

Posted By Greta Goldberg 03-10-2022 11:01
Found In Egroup: Around The Table \ view thread
Which cap table report shows an in-depth view of ownership by each stakeholder and their securities? ------------------------------ Greta Goldberg ------------------------------

What courses or webinars would you like Carta to host in the community and why?

Posted By Greta Goldberg 03-09-2022 13:38
Found In Egroup: Around The Table \ view thread
What courses or webinars would you like Carta to host in the community and why? ------------------------------ Greta Goldberg ------------------------------

If you are applying the same vesting schedule to several securities, where is the best place to store them in-app so you do not need to create them each time you draft and issue a security?

Posted By Greta Goldberg 03-09-2022 13:38
Found In Egroup: Around The Table \ view thread
If you are applying the same vesting schedule to several securities, where is the best place to store them in-app so you do not need to create them each time you draft and issue a security? ------------------------------ Greta Goldberg ------------------------------

If you are implementing a launch customer, do you have to use the onboarding spreadsheet during setup?

Posted By Greta Goldberg 03-08-2022 12:51
Found In Egroup: Around The Table \ view thread
If you are implementing a launch customer, do you have to use the onboarding spreadsheet during setup? ------------------------------ Greta Goldberg ------------------------------

What are the actions that you take on the platform where you need to contact support but you wish you could do it by yourself?

Posted By Greta Goldberg 03-08-2022 12:50
Found In Egroup: Around The Table \ view thread
What are the actions that you take on the platform where you need to contact support but you wish you could do it by yourself? ------------------------------ Greta Goldberg ------------------------------

What is one industry-related question you'd like to ask other law firm professionals who use Carta?

Posted By Greta Goldberg 03-07-2022 13:10
Found In Egroup: Around The Table \ view thread
What is one industry-related question you'd like to ask other law firm professionals who use Carta? ------------------------------ Greta Goldberg ------------------------------

Week 1 Leaderboard - Kris Cachia is in the lead!

Posted By Greta Goldberg 03-07-2022 13:09
Found In Egroup: Around The Table \ view thread
We are 1 week into our competition and @Kris Cachia from Cooley is dominating. Can anyone catch her? As a reminder, community members in the top 3 spots on the leaderboard will get to choose between a couple of super fun and nice Carta gifts. Any members who answers 10+ questions will get a gift box ...

If you have duplicate stakeholders on the cap table, how do you merge them?

Posted By Greta Goldberg 03-07-2022 13:09
Found In Egroup: Around The Table \ view thread
If you have duplicate stakeholders on the cap table, how do you merge them? ------------------------------ Greta Goldberg ------------------------------

What courses or webinars would you like Carta to host in the community and why?

Posted By Greta Goldberg 03-06-2022 11:01
Found In Egroup: Around The Table \ view thread
What courses or webinars would you like Carta to host in the community and why? ------------------------------ Greta Goldberg ------------------------------

If you terminated a stakeholder with the wrong date, how do you reverse it?

Posted By Greta Goldberg 03-06-2022 11:01
Found In Egroup: Around The Table \ view thread
If you terminated a stakeholder with the wrong date, how do you reverse it? ------------------------------ Greta Goldberg ------------------------------

How do you reflect hybrid date-milestone vesting on Carta?

Posted By Greta Goldberg 03-03-2022 11:01
Found In Egroup: Around The Table \ view thread
How do you reflect hybrid date-milestone vesting on Carta? ------------------------------ Greta Goldberg ------------------------------

What is the difference between the various roles and permissions on Carta and which one is best for a paralegal?

Posted By Greta Goldberg 03-03-2022 11:01
Found In Egroup: Around The Table \ view thread
What is the difference between the various roles and permissions on Carta and which one is best for a paralegal? ------------------------------ Greta Goldberg ------------------------------