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 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
Grant members of your company’s law firm and/or outsourced finance firm blanket Full access permissions to make changes to your account info and subsequently, your cap table. #Founders #Companyadmin #Settings #GettingStarted #Onboarding #Implementation #Lawfirmpartner ...
Learn how to automatically pre-fill your drafting spreadsheet with recipient info when you start issuing from the stakeholder ledger. #Companyadmin #Equityawards #Stakeholder management #Equityissuance #Founders #Lawfirmpartner
If your company hasn't yet enabled it, learn how to request cap table access through your personal portfolio in order to better understand and track your holdings. #Companyadmin #CapTable #Resources #Employees #Investor #Lawfirmpartner #Stakeholdermanagement
Follow these instructions to assign the right permissions to the right people on your company's Carta account. #Settings #Permissionsandroles #Founders #Lawfirmpartner #Companyadmin
Follow these steps to modify any security type individually or in bulk on Carta. #Securities #Companyadmin #Lawfirmpartner #Founders #Equitymanagement #CapTable
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