Updating the cap table: After closing a financing round, merging with another entity, or recapitalizing, ensure your share classes are up-to-date and any changes to your equity incentive plan are reflected
Securities templates: Manage or add pre-defined sets of information to streamline the equity issuance process such as document sets, vesting schedules, performance conditions, legends and more
Managing securities: Manage or update your securities individually or in bulk:
Repricing options: Simplify the repricing process by requesting your repricing directly in-app
- Our team will help you model the repricing before it’s reflected on your cap table
701 Disclosures: Securely send 701 disclosures or other documentation that needs to be safely distributed to your stakeholders
Reach out to Carta’s Support team at (650) 669-8381 at any time if you aren’t sure how to reflect updates