Starting today, Carta is enabling you to easily determine how much equity to grant employees and when to grant it via new tools such as the Hiring Planner, Refresh Grant Planner, and Equity Pool Forecast. ...

Dear Barbara, I have read your answers in the previous thread and found your answers comprehensive and super helpful. On this question on RSAs, is there income tax at grant or at vesting? Is ...

Thank you!! Jim Read my Medium and start investing in emerging markets Jim Chu CEO +1 415-307-6730 Create Opportunity jim@untapped-global.com | www.untapped-global.com Follow what we're doing ...

Thanks, Jim. I've escalated this to your CSM team who will be contacting you directly over email to provide more details. ------------------------------ Brent Devey --------------------------- ...

They have a fiduciary responsibility under Luxembourg legislation to store all documentation themselves. What threw them off is that carta asks SAFE holders to "Approve" the issuance of the security without ...

If helpful, I work with my startup clients' models on Finmark - that might work per Jennifer's answer.

I am creating a new grant agreement document template. Our standard template uses the state of residence of the grantee/unitholder as a field. Although this information is readily and regularly captured ...

Carta's modeling tools are limited. Your best bet is to model it outside of the software. Sometimes (if you get a good analyst with your help ticket) you can ask them to put what you need in Sandbox, but ...

Just playing around in the 'Model SAFEs' tool, and seem to be having trouble with an existing SAFE with Most Favored Nation terms. Now if I understand MFN correctly, if the next SAFE is issued with better ...

Hi Gloria - Optionees have the option to file an 83(b) only if their options are early-exercisable. It's nice to remind them that they have the option to file if they are going to exercise their options ...

Streamline your shutdown. Carta’s team of experts guides you and your management team through the dissolution and wind down process. We take the operational busywork off your hands so that you can focus ...

If you refer a friend to Carta, and they become a customer, you get $50 and they get 20% off.

The Data Minute—your favorite startup data newsletter from Peter Walker —is now a podcast. A data-driven guide through startup fundraising, valuations, dilution, and more, with some of the smartest people ...