Carta Onboarding

Hi Mark! Glad to hear you were able to get it sorted out. Please always feel free to reach out to us here in the community or contact our support team directly at +1(650)669-8381, Monday-Friday 6:30AM - 5PM PST for assistance! ------------------------------ ...

Hi all, I have looked everywhere for this. I wanted to be able to change the Shareholding of each Co Founder, as I made a mistake when I I entered it. Can anyone point me to where I can change the shareholdings of each founder, in the Carta app. Thank ...

Thank you Brent, Bill Huff

Hi William! Please give our support team a call at 1-855-921-2859 and they can take a look at your account to see if the dissolution has been processed in Carta. They can then give next steps on how to obtain your tax forms. ------------------------------ ...

I bought shares of a company that unfortunately didn't survive. On Carta the shares still show as holding a small value but I would assume the market value is essentially zero. Is there a way I can get a tax document from Carta showing this as a ...

So you are onboarding to Carta? Great! You may have noticed that one of the first things we ask of you during the onboarding is to add your Law Firm. But why? Legal counsel can help founders maintain their cap tables as their business ...

Hey Everyone! My name is Franco. I have been an Implementation Project Manager for three years this week. I am passionate about teaching people about equity and making this complex subject easier for our clients. Needless to say I'll be happy ...

Happy Friday Eve! For this special occasion, I have written my first blog post, What you need to know to prepare for onboarding. Be sure to check it out. Thanks! ------------------------------ Joseph Thompson ------------------------ ...

Hello! I'm Paloma and I'm currently an Implementation Project Manager in Carta . I started at the company working for the SMB/MM Support team, and recently I had the opportunity to move to the implementations team in which I have been learning a lot ...

Hello Everybody! My name is Pilar and I am an Implementation Project Manager for a little over 2 years now. I started in the SMB segment and I'm now with the Mid Market team. I love problem solving and helping clients and law firms get quickly onboarded ...