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David Wieseneck

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RE: Granting equity to international employees - webinar recording from last week with Carta, Remote & Easop

Posted By David Wieseneck 10-03-2023 09:43
Found In Egroup: Around The Table \ view thread
Very cool. Please share! ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Board Consents feature

Posted By David Wieseneck 07-27-2023 05:59
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Hey Kesem - please add mobile approvals for Board Consents too - my board asked for this recently. ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

Accelerated Vesting by time period (not just # quantity)

Posted By David Wieseneck 06-06-2023 06:00
Found In Ideation
Use case: Company does a round of layoffs & as part of the severance package offers to accelerate vesting by 1 year. I know we can accelerate vesting for an individual option holder manually but you have to manually calculate the # of options to accelerate. Ideally, you could accelerate ...

Pause Vesting functionality

Posted By David Wieseneck 06-06-2023 05:55
Found In Ideation
Use case: Option holder goes on extended leave (ie maternity/paternity leave or sabbatical or leave of absence) & company wants to “pause vesting" - this usually happens when someone takes extended leave beyond what is acceptable per policy I know we can do this manually by modifying a vesting ...

Visibility to option holder for grants that are pending board approval

Posted By David Wieseneck 03-16-2023 19:35
Found In Ideation
Feature Request: I wish Carta would show option grants that are pending board approval as P ending Board Approval Use case: One of our employee's pinged me today asking about visibility into a option grant that we communicated to her a few weeks ago in, but since the board has not approved it yet, ...

RE: Where did all the reports go?

Posted By David Wieseneck 03-09-2023 08:01
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What is a roll-forward needed for? How do you use it & why? I'm now questioning all my work... ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Where did all the reports go?

Posted By David Wieseneck 03-09-2023 07:41
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Looks like the reports are coming back & improved :) https://releasenotes.carta.com/suite-of-new-equity-reports-3pbTq Suite of New Equity Reports What's new? Soon, you will be able to access 8 new reporting templates under Capitalization > Reporting, which provide you with access ...

RE: Member introductions

Posted By David Wieseneck 03-07-2023 17:33
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Brent - hook me up too! ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: eSignature inconsistency on the Carta platform

Posted By David Wieseneck 02-28-2023 19:00
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Love to hear it Shubhi! ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Feedback from Israeli companies re: Carta

Posted By David Wieseneck 02-22-2023 18:49
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Thank you Miro! I also thought about designating the 102 & 3(i) grants to be INTL, but then I would lose the ability to filter properly. Also, if I can just change all my 102 & 3(i) grants to be INTL in order to utilize full exercise transaction through Carta, then what is the point of putting ...

RE: Data Rooms feature

Posted By David Wieseneck 02-22-2023 18:39
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Would love to hear from the community if anyone is using the Data Rooms feature successfully & what they like about it vs using a Dropbox folder? ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Data Rooms feature

Posted By David Wieseneck 02-22-2023 18:37
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One of the things I would like changed, that you can not delete a room, only "Archive"... ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Member introductions

Posted By David Wieseneck 02-22-2023 11:27
Found In Egroup: Around The Table \ view thread
Love this idea! ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Data Rooms feature

Posted By David Wieseneck 02-21-2023 18:17
Found In Egroup: Around The Table \ view thread
happy to show you on a call. ------------------------------ David Wieseneck VP Finance Demostack ------------------------------

RE: Board Consents feature

Posted By David Wieseneck 02-21-2023 18:16
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Thanks for that insight, Kasen. What you say makes sense, but from a board member's perspective, they do not want to approve some board consents (409a, option grants, etc.) via one tool (Carta) & other board consents (approving audited financials, approving the budget, etc.) via another tool (Docusign). ...

RE: Data Rooms feature

Posted By David Wieseneck 02-20-2023 19:12
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It's super buggy & not difficult to use if you have more than a handful of potential investors. when was the last time the Carta team added any code/features to this data rooms product? Is Carta still actively developing it or has it been pushed to the back burner? ------------------------------ ...

Where did all the reports go?

Posted By David Wieseneck 02-20-2023 18:30
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I saw this announcement: But where did the super helpful Equity plan granted & Options outstanding report go? Those were really good reports & there is no other report that has the same data, specifically Grant Reason. Why take those away? ------------------------------ David ...

RE: eSignature inconsistency on the Carta platform

Posted By David Wieseneck 02-20-2023 13:29
Found In Egroup: Around The Table \ view thread
Interestingly enough I saw that one of Carta's competitors (on the lower end) is advertising fully signed legal documents as a differentiator against Carta. This may be a reaction to the Carta stance on signatures as currently in the product. ------------------------------ David Wieseneck ...

RE: Board Consents feature

Posted By David Wieseneck 02-20-2023 13:23
Found In Egroup: Around The Table \ view thread
I really like the 409 & option grant functionality within Board Consents. That's mostly the reason why I use it - for that automation. But the lack of robust formatting & the limitations I specified above, make it more difficult to use than beneficial. when was the last time the Carta team ...

"Sign" Option Agreements like a Docusign

Posted By David Wieseneck 02-19-2023 19:03
Found In Ideation
Background We are a US company, with an IL subsidiary, who issues Section 102 & 3(i) grants to our Israeli employees. The way that Carta issues option grants & how the employee "signs" the option grant agreement is not acceptable to the Israeli Tax Authority (as we have been advised). ...