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
#CartaTotalCompensation #Settings #HRadmin #Companyadmin #Stakeholdermanagement
Walk through how to navigate Carta to download a spreadsheet including all stakeholders. Include different pieces of information (such as SSN/Tax IDs) on top of what is automatically included in the sheet. #CapTable #Companyadmin #Reporting #Stakeholdermanagement
Remove duplicate stakeholder records from your ledger individually or in bulk using Carta's merge tool. #Companyadmin #CapTable #Stakeholdermanagement #Stakeholdermanagement
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
Learn how to include HR and accounting details in Carta employee records by adding and managing stakeholder properties. #Companyadmin #GettingStarted #Permissionsandroles #Founders #Stakeholdermanagement #CapTable
Once you've verified your cap table and your account goes live, your stakeholders will be notified to accept their securities. This videos outlines the details of what notifications your stakeholders will receive. #Implementation #GettingStarted #Board #Founders #Onboarding ...
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