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New
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 ...
Compliance
New
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, ...
Drafting securities
Shareholder experience
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 ...
Compliance
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 ...
Drafting securities
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 ...
Compliance
Drafting securities
Reviewed - backlog
Issue share certs to name of the trust on behalf of the grantee (Israeli option holder issues)
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 ...
Drafting securities
Exercising
Reviewed - backlog
Enable online exercise (transaction through Carta) for Section 102 or 3(i) grants
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 ...
Exercising
Reviewed - backlog
Designate a family member (ie a spouse or child) as a beneficiary
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.
Shareholder experience
Reviewed - backlog
More investment into Data Rooms feature
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.
Shareholder experience
Reviewed - backlog
More investment into Board Consents feature
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 ...
Board
Reviewed - backlog
Zip folder of all Share Certificates and Exercises
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 ...
Compliance
Reviewed - backlog
Adding option for spouse signature in a community property state
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 ...
Compliance
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