Message Image

Skip main navigation (Press Enter).

Cap table

View Only

Back to discussions

Expand all | Collapse all

Master Cap Table Export

Daniel Thenbaum08-22-2023 10:12

Hello! Is there a way to export our entire cap table on Carta? I need to take the information in our ...

Brent Devey08-23-2023 14:08

Hey Daniel! You can export your cap table by navigating in the Carta platform to Cap Table -> ...

1. Master Cap Table Export

1 Like
Daniel Thenbaum
Posted 08-22-2023 10:12

Reply Reply Privately
Hello!

Is there a way to export our entire cap table on Carta? I need to take the information in our cap table to use in some reporting for our c suite.

Thanks!

Daniel

------------------------------
Daniel Thenbaum
------------------------------
2. RE: Master Cap Table Export

1 Like
Brent Devey
Posted 08-23-2023 14:08

Reply Reply Privately
Hey Daniel!

You can export your cap table by navigating in the Carta platform to Cap Table -> Run Reports. You can run the 'Cap table report' to export all relevant details found in the company's cap table. For more details on this report and others, you can check out this support article.

Let us know if you have any other questions.

------------------------------
Brent Devey
Community Manager
Carta
Salt Lake City UT
------------------------------

Original Message

eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement.

Neither Carta nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta offers certain brokerage services through its wholly owned broker-dealer subsidiary, Carta Capital Markets, LLC (Member: FINRA/SIPC). Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.

Carta Community contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) and its Affiliates are not rendering accounting, business, financial, investment, legal, tax, legal, regulatory, or other professional advice or services. This website or its features are not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. The content on this website is not intended as a recommendation, offer or solicitation for the purchase or sale of any security and by providing this information, Carta is not advising you to take any particular action based on the information or opinions (if any) contained herein. Carta does not assume any liability for reliance on the information provided herein.

© 2024 eShares, Inc. DBA Carta, Inc.

Copyright Carta 2024. All rights reserved.

Powered by Higher Logic