List of Contributions

Hi everyone - We are expanding our team at Mission Law Firm and looking for a corporate ECVC paralegal. Please see this LinkedIn post and let me know if you're interested - niki@mission.law. Super unique law firm that leverages technology, systems and people to work smarter, not harder. Paralegal ...

Thank you for the awesome beanie! It's coming in so handy this winter! ------------------------------ Niki Miller ------------------------------

I feel so special! I will cherish my swag :D Get David some soon! ------------------------------ Niki Miller ------------------------------

Each security has columns for federal exemption, state exemption, and state of residency. I would love to have another column to track the type of filing that was done, and the date of the filing. For example, if we are doing a SAFE financing and relying on Section 4(a)2, and the investor is in CA, I ...

Thanks! I have added to the Product Ideas portal. ------------------------------ Niki Miller Senior Paralegal Mission Law Firm ------------------------------

There are 2 workflows which are being tracked on the law firm side and then transcribed onto Carta. Pending Equity grants (options typically) to new hires, top-up equity grants, etc. Private equity financing grants (preferred stock, SAFEs, Notes) We track them independently on the legal side ...

Hi Chris - good question! I think I would say having real-time updates to the equity management is a challenge. It's still largely dependent on a human inputting the data/transcribing it from a board consent, equity document, SAFE, etc. This can cause some time lag as the paralegal needs to set ...

Hi there! I'm Niki and I'm a senior paralegal at Mission Law Firm. I started working in Big Law as a youngin and have grown up in this career by going through the progression of Excel spreadsheets printed into stock ledger binders to CapMX, and then the birth of eShares/Carta. I'm looking to ...