#Companyadmin #Equitymanagement #CapTable #Video
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
If you lost access to your 2FA device or are experiencing issues authenticating your Carta login, learn how to verify your identity, reset your two-factor authentication, and regain access to your account. Learn more . #Employees #Companyadmin #Founders #HRadmin ...
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
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
Learn how to preform a repurchase of share certificates, returning shares back to your company. #Companyadmin #Founders #Shares #CapTable
Learn how to enter a partial cancelation of an option grant into Carta to maintain an accurate cap table. #Companyadmin #Shares #CapTable #Equitymanagement
Learn how to convert every outstanding certificate in a particular share class to another share class, e.g. all outstanding common certificates convert to preferred certificates. #Companyadmin #CapTable #Shares #Equitymanagement
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