Carta Collective

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  • 1.  Shareholder contact information report

    Posted 27 days ago

    Is there a report in Carta that will allow me to download personal shareholder information including name, SS# /EIN , Address, email address etc.   

    Thank you



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    Craig Osten
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  • 2.  RE: Shareholder contact information report

    Posted 25 days ago

    You can access our "Stakeholder contact spreadsheet" report by clicking on "Run reports" under the "Cap table tab" . This report contains the names, address, Employee Ids, emails and stakeholder ID for each stakeholder on the cap table 



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    Vishal Bhatia
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