Carta Onboarding

 View Only
  • 1.  Cap table administration

    Posted 09-07-2023 09:01

    Hello!

    Thanks for taking the time to look at my question. 

    I'm over the equity plan administration at my company and we recently signed up with Carta and are working through the onboarding process. My question is: once we are done with the onboarding steps, does Carta administer our cap table for us? Do we give you the changes in shareholders, or is it self-administered? 

    Thanks!



    ------------------------------
    Dinorah Simoni
    ------------------------------


  • 2.  RE: Cap table administration

    Posted 10-24-2023 14:17

    Once you finish onboarding with Carta, you'll have full access and control to manage your cap table as needed. For compliance purposes, Carta staff will not take direct action on your account, but you'll have access to our Carta Community, knowledge base, and Carta Support if you need any help along the way!



    ------------------------------
    Carta Implementation
    ------------------------------