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  • Submitted for review

    Give issuers a view of the investor experience

    Edward Devinney's profile image
    By: Edward Devinney
    02-17-2024
    We're in our friends & family stage and often get questions from investors about what they're seeing on the other side of the transaction(s). I'd really like to be able to specify a user that would be BCCd on investor comms sent from Carta, and be able to ...
    0 0
    1 Comments
  • Submitted for review

    Custom message with the issuance of option grants (and other securities)

    Christopher Hoffmann's profile image
    By: Christopher Hoffmann
    02-14-2024
    I was just on a meeting with an HR leader who said that he sends out custom messages to new hires and employees receiving refresh grants every time they have a new grant. I love Carta's email for new securities, but it would awesome if admins could add a custom ...
    0 0
    1 Comments
  • Reviewed - not on roadmap at this time

    Importing address information when adding new grants

    Christopher Hoffmann's profile image
    By: Christopher Hoffmann
    01-07-2024
    The one tough thing about issuing new option grants and RSUs is that it only allows us to enter the 'state of residency' and doesn't allow us to enter the actual address info (and this state of residency doesn't flow to to the stakeholder page). It would be ...
    0 0
    3 Comments
  • Submitted for review

    Add new grants above, not below, existing grants in vesting schedule chart

    Lucas Brandt's profile image
    By: Lucas Brandt
    12-15-2023
    Hi, I have a small suggestion to improve the time-based vesting schedule chart. Currently, newer grants are added underneath existing grants. This makes it hard to tell visually when each grant will finish vesting, because all the lines will remain diagonal ...
    0 0
    1 Comments
  • Submitted for review

    Carta Data Room

    Alexander Bazhinov's profile image
    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 ...
    4 0
    1 Comments
  • Submitted for review

    Add Shareholder Voting

    Alex Husted's profile image
    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.
    2 0
    0 Comments
  • Existing feature

    Carta Partner Marketplace

    Nathaniel Robinson's profile image
    By: Nathaniel Robinson
    06-28-2023
    A marketplace of relevant offers for Carta customer companies and their employees.
    1 0
    2 Comments
  • Submitted for review

    Investor Update Controls

    Tucker Saxon's profile image
    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 ...
    2 0
    4 Comments
  • Submitted for review

    Accelerated Vesting by time period (not just # quantity)

    David Wieseneck's profile image
    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, ...
    1 0
    2 Comments
  • Submitted for review

    Pause Vesting functionality

    David Wieseneck's profile image
    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 ...
    3 0
    3 Comments
  • Reviewed - backlog

    Add Non-Accruing

    Carley Peterson's profile image
    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.
    1 0
    2 Comments
  • Submitted for review

    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 ...
    0 0
    0 Comments