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Address mobility report

Under review

Last activity 06-19-2024 13:58

By: Victor Pitanga

04-26-2022 19:44

Currently we have to add an "as of" date whenever we add an address to a stakeholder. However, there is no report where this is reflected. This would be helpful for tax purposes.

Take the 'Stakeholder Contact Spreadsheet' as an example, we have the address column, but it pulls the latest address entry. Is this something Carta plans to include in the roadmap? If a company would need one, could we perform this as an ESR?

Attachment(s):

meetly_2022-04-21_stakeholder-contact-spreadsheet (1).xlsx

Cap Table & Reporting

2 Comments

Comments

Priscilla Machado

06-19-2024 13:58

Hi @Victor Pitanga, Priscilla here with the business partners at Carta. I'm interested in this idea, and we actually do have a proposal to create a Properties Report that could assist on this. Would this be helpful to your processes in any way? Or is this more of a case of historical relationship not being important to track in any way for you?

Here is the proposal. Let me know if you have thoughts? In case you do, it would be very helpful to know if and in which circumstances it would be helpful so that we can prioritize.

Brent Devey

05-26-2022 09:43

We appreciate the feedback! We'll definitely make sure that our Product team sees this.

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