Complete your cap table and go live

When Carta imports your cap table from your previous provider, most records come over automatically. A small number may be missing a required field — usually because that data wasn't available in your export, or because it needs to be in a specific format Carta uses.

This page walks you through how to fill in what's missing and take your company live.

1. Assign your signatories

Before you can go live, every security type on your cap table needs a signatory — the person authorized to sign documents for that security. If any are missing, Carta will show you a callout at the top of the page listing exactly which types still need one.

How to assign signatories

You have two options:

  • Go to People › Signatories and assign them there, or

  • Fill in the signatory rows on the missing-information sheet (covered in Step 2 below) — the Access tab has a row for each signatory type.

What information you'll need

For each signatory type, you'll provide three things:

  • Full Name: First and last name of the authorized signer

  • Email: Their personal email

  • Title: Their title as it should appear on signed documents (e.g. CEO)


Signatory types you may need to fill in: Certificates (Primary), Certificates (Secondary), Options, Warrants, and Convertible Notes. You'll only see the types that apply to your cap table.

2. Fix what's missing with the sheet

Everything Carta couldn't bring over is collected on one spreadsheet. Download it, fill in the highlighted cells, and upload it back. Completed records go straight into your cap table.

How to read the sheet

  • Yellow cells are required — these are the fields Carta needs from you.

  • Green cells are optional. Fill them in if you have the information.

  • Grey cells are locked. They identify the record — don't edit them, rename the tabs, or move the columns.

  • Each tab corresponds to a section of your cap table (Equity Plan Awards, Common Certificates, Access, etc.).

Don't delete rows. If a record doesn't apply, use the Skip this record column instead and choose Yes. Deleting a row can cause upload errors.

Common fields you'll see

The fields that come up most often during migration:

Dependent records: Some records come in automatically once a parent record is complete. For example, vesting tranches for an option grant will import as soon as the grant itself is filled in. The sheet will note this with a message like "2 more come in automatically with ISO-1.