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Submitted for review
Give issuers a view of the investor experience
By:
Edward Devinney
02-17-2024
We're in our friends & family stage and often get questions from investors about what they're seeing on the other side of the transaction(s). I'd really like to be able to specify a user that would be BCCd on investor comms sent from Carta, and be able to ...
Platform Experience (Navigation, Employee Portfolio)
Submitted for review
Custom message with the issuance of option grants (and other securities)
By:
Christopher Hoffmann
02-14-2024
I was just on a meeting with an HR leader who said that he sends out custom messages to new hires and employees receiving refresh grants every time they have a new grant. I love Carta's email for new securities, but it would awesome if admins could add a custom ...
Securities Management
Reviewed - not on roadmap at this time
Importing address information when adding new grants
By:
Christopher Hoffmann
01-07-2024
The one tough thing about issuing new option grants and RSUs is that it only allows us to enter the 'state of residency' and doesn't allow us to enter the actual address info (and this state of residency doesn't flow to to the stakeholder page). It would be ...
Securities Management
Submitted for review
Add new grants above, not below, existing grants in vesting schedule chart
By:
Lucas Brandt
12-15-2023
Hi, I have a small suggestion to improve the time-based vesting schedule chart. Currently, newer grants are added underneath existing grants. This makes it hard to tell visually when each grant will finish vesting, because all the lines will remain diagonal ...
Platform Experience (Navigation, Employee Portfolio)
Submitted for review
Carta Data Room
By:
Alexander Bazhinov
08-28-2023
Can you add a basic functionality enabling copying of data rooms? Currently, once a data room is created, you cannot copy it. The use case here would be sharing similar data rooms (but not the same data room) with different investors (or investors in different ...
Company Management (Onboarding, Fundraise, Modeling, Data Room)
Submitted for review
Add Shareholder Voting
By:
Alex Husted
07-03-2023
It would be great if shareholder voting were built into the system. Having to use a different more awkward system outside Carta to manage voting seems rather silly.
Stakeholder Management
Existing feature
Carta Partner Marketplace
By:
Nathaniel Robinson
06-28-2023
A marketplace of relevant offers for Carta customer companies and their employees.
Company Management (Onboarding, Fundraise, Modeling, Data Room)
Submitted for review
Investor Update Controls
By:
Tucker Saxon
06-27-2023
In order for the Investor Update tool to be usable for us, we need the ability to control data access similar to the ability in the Data Rooms (download, watermark, requiring NDA). We would love to use this to provide updates, but do not want the information ...
Stakeholder Management
Submitted for review
Accelerated Vesting by time period (not just # quantity)
By:
David Wieseneck
06-06-2023
Use case: Company does a round of layoffs & as part of the severance package offers to accelerate vesting by 1 year. I know we can accelerate vesting for an individual option holder manually but you have to manually calculate the # of options to accelerate. Ideally, ...
Securities & Transactions
Submitted for review
Pause Vesting functionality
By:
David Wieseneck
06-06-2023
Use case: Option holder goes on extended leave (ie maternity/paternity leave or sabbatical or leave of absence) & company wants to “pause vesting" - this usually happens when someone takes extended leave beyond what is acceptable per policy I know we ...
Securities & Transactions
Reviewed - backlog
Add Non-Accruing
By:
Carley Peterson
04-27-2023
As an option in the share class manager under dividend accrual should add non-accruing as an option. Many of our clients have a non-cumulative non-accruing dividends.
Securities Management
Submitted for review
Reg D Offerings
By:
Victoria Duff
03-20-2023
I like Reg D offerings. Is there some reason why you can't put up simple Reg D documents such as Accredited Investor Questionnaires, Subscription Agreements, and Offering Circulars? I think it is so much easier to control % distribution of equity using Reg ...
Company Tax & Compliance (3921, 83b Updates, Tax Withholding)
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