Carta Onboarding

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  • 1.  Cap Table Format

    Posted 08-31-2023 09:18

    I'm working on gathering the information on for my company's cap table to ensure that it's all complete and accurate. My question is, does my cap table excel file need to be in a certain format? Or can I just send it over in the format that I've compile over the past several months? 

    Want to make sure that I'm good to go! Thanks in advance. 

    Shari Reinard

  • 2.  RE: Cap Table Format

    Posted 10-24-2023 14:26

    We don't require any certain format for your cap table during the onboarding process. Please send over the excel file that you have to your Implementation Manager and ensure that it includes all relevant information asked for. A good rule of thumb is to provide any information that you feel is pertinent, and your Implementation Manager can pull out the necessary relevant information. It is important to include all first names, last names, quantity of shares, etc. to ensure that we have a complete picture of your cap table. 

    Carta Implementation