Carta Onboarding

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  • 1.  Round Closing

    Posted 09-26-2023 13:57

    Do I have to wait for my fundraising round to close before I finish up my Carta onboarding? 



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    Keri Barlowe
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  • 2.  RE: Round Closing

    Posted 10-24-2023 14:15

    No, we can complete your Carta onboarding process with your current fundraising information and once your next round closes, you'll be able to update the information in your Carta account with the new information. This will ensure that you get access to all of the features that Carta offers asap and allow you to easily manage changes in the future.



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    Carta Implementation
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