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  • Submitted for review

    Carta Data Room

    Alexander Bazhinov's profile image
    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 ...
    3 0
    1 Comments
  • Submitted for review

    Add Shareholder Voting

    Alex Husted's profile image
    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.
    2 0
    0 Comments
  • Existing feature

    Carta Partner Marketplace

    Nathaniel Robinson's profile image
    By: Nathaniel Robinson
    06-28-2023
    A marketplace of relevant offers for Carta customer companies and their employees.
    1 0
    2 Comments
  • Submitted for review

    Investor Update Controls

    Tucker Saxon's profile image
    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 ...
    2 0
    4 Comments
  • Submitted for review

    Accelerated Vesting by time period (not just # quantity)

    David Wieseneck's profile image
    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, ...
    1 0
    2 Comments
  • Submitted for review

    Pause Vesting functionality

    David Wieseneck's profile image
    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 ...
    3 0
    3 Comments
  • Submitted for review

    Add Non-Accruing

    Carley Peterson's profile image
    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.
    1 0
    2 Comments
  • Submitted for review

    Reg D Offerings

    Victoria Duff's profile image
    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 ...
    0 0
    0 Comments
  • Reviewed - not on roadmap at this time

    Visibility to option holder for grants that are pending board approval

    David Wieseneck's profile image
    By: David Wieseneck
    03-16-2023
    Feature Request: I wish Carta would show option grants that are pending board approval as Pending Board Approval Use case: One of our employee's pinged me today asking about visibility into a option grant that we communicated to her a few weeks ago in, ...
    2 0
    2 Comments
  • Reviewed - backlog

    Securities Filing Tracking

    Niki Miller's profile image
    By: Niki Miller
    02-27-2023
    Each security has columns for federal exemption, state exemption, and state of residency. I would love to have another column to track the type of filing that was done, and the date of the filing. For example, if we are doing a SAFE financing and relying on ...
    2 0
    0 Comments
  • Reviewed - backlog

    Pending Equity Staging Area

    Niki Miller's profile image
    By: Niki Miller
    02-22-2023
    There are 2 workflows which are being tracked on the law firm side and then transcribed onto Carta. Pending Equity grants (options typically) to new hires, top-up equity grants, etc. Private equity financing grants (preferred stock, SAFEs, Notes) We ...
    2 0
    2 Comments
  • Reviewed - backlog

    "Sign" Option Agreements like a Docusign

    David Wieseneck's profile image
    By: David Wieseneck
    02-19-2023
    Background We are a US company, with an IL subsidiary, who issues Section 102 & 3(i) grants to our Israeli employees. The way that Carta issues option grants & how the employee "signs" the option grant agreement is not acceptable to the Israeli Tax Authority ...
    1 0
    1 Comments