Carta open forum

I'm trying to get a clearer picture of all our current stakeholders in Carta. Right now I'm piecing things together from a few different places.

Is there a report you typically use to see everything in one place? Ideally something I can filter or export easily. 

Hey Maria, I myself have two favorites:
 

• Stakeholder Details: if I want info on the holders themselves and just to know which security types they hold and if they have outstanding securities or not.
• All Stakeholders Ledger: if I need more granular info on the aggregate values per share class/security type held by stakeholder. 

These are usually my go-tos!