#Companyadmin #Equitymanagement #CapTable #Video
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 ...
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
Learn how to convert a share certificate from one class of shares to another, e.g. convert a common certificate to a preferred certificate. #Companyadmin #Shares #Lawfirmpartner #CapTable #Equitymanagement
Learn how to attach additional documents or change the documents attached to securities. #Companyadmin #Securities #GettingStarted #Documentorganization #CapTable #Equitymanagement
The video provides a step-by-step guide on how to exercise stock options on Carta as a US option holder. The process involves confirming the exercise request details, agreeing to the withdrawal of funds, and signing and submitting the exercise request. #Employees #Founders ...
Follow these steps to modify any security type individually or in bulk on Carta. #Securities #Companyadmin #Lawfirmpartner #Founders #Equitymanagement #CapTable
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