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    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 ...
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  • New

    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, ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • Reviewed - backlog

    Issue share certs to name of the trust on behalf of the grantee (Israeli option holder issues)

    David Wieseneck's profile image
    By: David Wieseneck
    02-18-2023
    Background We are a US company, with an IL subsidiary, who issues Section 102 & 3(i) grants to our Israeli employees. We use Carta for cap table management and then share the data and signed agreements to IBI (an Israeli Trust company) for trustee purposes. We ...
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  • Reviewed - backlog

    Enable online exercise (transaction through Carta) for Section 102 or 3(i) grants

    David Wieseneck's profile image
    By: David Wieseneck
    02-18-2023
    Background We are a US company, with an IL subsidiary, who issues Section 102 & 3(i) grants to our Israeli employees. What is interesting to me is that 3 out of the 10 Option Grant types are Specific to Israel. Take a look at the options for Stock Option ...
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  • Reviewed - backlog

    Designate a family member (ie a spouse or child) as a beneficiary

    David Wieseneck's profile image
    By: David Wieseneck
    02-18-2023
    Please add the ability to designate a family member (ie a spouse or child) as a beneficiary in case the shareholder or option holder passes away. This is similar to how people add beneficiaries for 401k or IRA.
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  • Reviewed - backlog

    More investment into Data Rooms feature

    David Wieseneck's profile image
    By: David Wieseneck
    02-17-2023
    I tried to use the Data Rooms feature for a round of investment, but it is full of bugs, limitations, & fairly Half-baked. It seems that Carta has stopped investing into this product feature.
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  • Reviewed - backlog

    More investment into Board Consents feature

    David Wieseneck's profile image
    By: David Wieseneck
    02-17-2023
    We use the Board Consents feature, but it is fairly half baked with a lot of limitations. - No ability to upload a word doc (if prepared by Legal Counsel) or export (for review by Legal Counsel) - Limitations on text/doc formatting (Google Docs & Word are ...
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  • Reviewed - backlog

    Zip folder of all Share Certificates and Exercises

    David Wieseneck's profile image
    By: David Wieseneck
    02-17-2023
    Any product update to be able to download a zip file / folder of all Share Certificates and Exercises? Use case is for audit & due diligence purposes. Currently I need to ask Support to do this for me & it just want to be able to self-serve. In ...
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  • Reviewed - backlog

    Adding option for spouse signature in a community property state

    Chris Hoffmann's profile image
    By: Chris Hoffmann
    01-04-2023
    This is a suggestion but also a question - in 'community-property' states (Texas, Arizona, etc.) I believe a spouse is required to sign an option agreement that is received by their spouse. Are there plans to include this functionality into Carta's acceptance/signature ...
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    2 Comments