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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
Submitted for review
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)
Reviewed - not on roadmap at this time
Visibility to option holder for grants that are pending board approval
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, ...
Securities Management
Stakeholder Management
Reviewed - backlog
Securities Filing Tracking
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 ...
Company Tax & Compliance (3921, 83b Updates, Tax Withholding)
Reviewed - backlog
Pending Equity Staging Area
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 ...
Securities Management
Reviewed - backlog
"Sign" Option Agreements like a Docusign
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 ...
Company Tax & Compliance (3921, 83b Updates, Tax Withholding)
Securities Management
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