Hello Carta Community! I am helping two people in my network find their next job. Please let me know (email to indrajit.sen@gmail.com) if you or anyone in your network might be interested in either of them. VP / Senior Director of Software Development ...
Have any burning questions about compensation? Wondering about the latest trends or emerging practices? Just want to nerd out about data? Well, good news! I'll be hosting an AMA in our Carta Compensation Community this Thursday at 10am PT. ...
Hey @Melissa Ordway , it's a great question! First, I'd say to check to make sure it's allowed in your equity incentive plan (you may or may not find the language in the equity plan documents). You may also want to speak to your legal counsel about this. ...
Hi Melissa! It may be helpful to take a look at our Net Exercise support article . Not sure if that exactly accomplishes what you're hoping, but it may be a good place to start. @Christopher Hoffmann , any other ideas on this one? ------------------------------ ...
Hello - Looking to see if anyone has had success with setting up a "sell to cover" type arrangement for their employees in a private company. The idea here is that company would buyback options in order to allow employees to exercise/purchase there ...
From modeling a fundraise through SAFEs to building a deal-ready Pro Forma, Carta makes it easy with videos helping you to utilize the tools! Are you ready to do a deal? Check out our how-to videos here ! Need a closer look? Check out Building ...
What's behind the shift in startup compensation strategies? Explore the Latest Trends in H2 2023 H2 2023 key takeaways Hiring halved last year : Companies on Carta made 267,818 new hires in all of 2023, a far cry from the 523,487 hires made ...
You can access our "Stakeholder contact spreadsheet" report by clicking on "Run reports" under the "Cap table tab" . This report contains the names, address, Employee Ids, emails and stakeholder ID for each stakeholder on the cap table ------------------------------ ...
Hi Craig, You would have received an email stating that you have admin rights. This article details settings with managing companies users and permissions page ------------------------------ Vishal Bhatia ------------------------------
Is there a report in Carta that will allow me to download personal shareholder information including name, SS# /EIN , Address, email address etc. Thank you ------------------------------ Craig Osten ------------------------------
Hi, @alpana Patel. Carta does not provide W-2s or 1099s for these exercises. We would have record of them if the exercises were recorded in Carta.
Does Carta provide reporting to process on W-2s and 1099s related to exercised NQSO during the year?
Hi Shari! You can learn how to manage your payment information in this support article or with the how-to video below. Let us know if you have any questions!
My company is switching banks and I want to make sure I update this in Carta before our renewal. Can I do that myself? If so, where?
Hi Rao, Thank you for reaching out! I looked into this and the team is aware and already working on providing a correction. I have routed the email thread between you and ...
Hi, I was issued an incorrect 1099B for my previous company's stock options selling. My previous company contacted Carta to correct the 1099B I did not receive any response. ...
I had to reassign a corrected share price and quantity for two stakeholders. I was able to modify the amount and number of shares by clicking the 3 vertical dots to the far ...
I'm hoping someone can assist me with this issue. I'm a Controller for a company and first-time user to Carta. My predecessor converted some Notes based on a share price of ...
Taylor, This would depend on the terms of the shares after the SAFE converts into equity. This is Company specific. I assume your question applies to a Company that is not ...
Hi Gary, My name is Morgan and I'm your CSM here at Carta, hope your week is going great! I'd be happy to chat through this via email, I'll send you a note now. Cheers, M ...
Hello! Welcome to Carta Collective! We're happy that you're here. We'd love to get to know you ...
Carta Community is a space for Carta users to ask questions, share interests, ideas, and challenges, ...
Welcome to the Carta Community! This is a space for you to connect with other Carta users, ask questions, ...