#Companyadmin #Equitymanagement #CapTable #Video
Learn how to fund and send new SAFEs to investors via Carta's SAFE Financing Tool. With our comprehensive solution, you can effortlessly manage your fundraising process, ensuring accurate documentation and swift transactions. Maximize your investment opportunities and maintain clear...
Learn how to add existing SAFEs to the cap table for record keeping via Carta's Financing tool. Discover how our platform streamlines the process of managing and tracking SAFEs, ensuring accurate and up-to-date capitalization records. Enhance your financial reporting and investor relations with...
For qualifying companies, Carta will deliver a Flash 409A the day your FMV expires. Learn how to review it, request changes if necessary, and accept or decline it to update your FMV. #Companyadmin #Founders #Valuations #Compliance #CapTable
Learn how to protect your Carta account with two-factor authentication by connecting a third-party app or linking your mobile number. #CapTable #Settings #GettingStarted #Employees #Profileandsettings
Carta's Cap table access page contains viewing permissions that can be set at the group or individual level, impacting what information your stakeholders can and can't see. Learn more about the features of each access level, ranging from Restricted (or no access to the overall cap table) to Full...
Learn how to share company information with your shareholders, employees, and other stakeholders through their Carta portfolios by managing your cap table access settings. #CapTable #Companyadmin #Stakeholdermanagement #Settings #Stakeholdermanagement #Founders
Walk through each step of the sign up process when you have been invited to Carta due to having an equity award assigned to you by a private company. #Employees #Equityawards #CapTable #GettingStarted #Portfoliomanagement #Profileandsettings
Step-by-step process for correcting exercise prices that have been previously entered incorrectly. This workflow is not to be used to reflect an amendment or change to the grants exercise price but only to fix mistakes. #Companyadmin #CapTable #ExercisesandTransactions ...
Understand how to request that Carta executes a repricing on your company's account and cap table as well as what goes into that process. #Companyadmin #Shares #CapTable
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