Yes, it's important to add all shareholders to your Carta account to ensure that their shares will be electronically issued in Carta. It's a great idea to proactively communicate with them to let them know that they will be prompted via email to accept their shares in Carta during your onboarding process. Carta also has email templates on how you can give your investors advance notice before you activate the account.
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Carta Implementation
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Original Message:
Sent: 08-31-2023 11:18
From: Carlos Guzman
Subject: Do we have to contact my investors?
I'm working through the process of inputing shareholder details and I'm wondering if I have to add my investors? They only want to be contacted about very important matters and I want to make sure that they aren't inundated with unimportant emails from Carta.
If I have to add that information, do you recommend letting them know in advance that they will be contacted?
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Carlos Guzman
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