ISO Option Exercise on iOS App

We’re releasing an update to the iOS app to support ISO option exercises!

To begin, you will need:

  • An ISO option grant
  • To be a US resident
  • To link a bank account for ACH-based payments

Once you’ve installed the latest version of the app, head to the option grant that you intend to exercise. If exercising is available, you can click on the blue “exercise” button to begin.

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Confirm that you’re currently a US resident to help the platform guide you through your potential taxes correctly. Before exercising, it is recommended that you consult your personal financial advisor or tax professional to make sure exercising is right for you.

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Once you confirm that you’re a US resident, you’ll be able

  • Choose the number of option grants you want to exercise
  • The bank account that you want to pay with
  • And ensure your portfolio profile is up to date

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Once you’ve filled out all exercised details, you’re now ready to exercise. Before clicking “Exercise”, ensure that you read the terms of the exercise, review all linked documents, and agree to the withdrawal of funds to pay for the exercise.

After you submit the exercise request, the issuing company will approve the exercise request, which will initiate the funds transfer from your bank account to the company bank account. Lastly, the resulting certificate will be created, signed by the officers, then sent to you to accept. You’ll receive email updates from us as your option exercise progresses.

Don’t have the app yet? Get it now!

(Public Beta) ISO Options Exercise on iOS app

We’re making an improvement to the iOS app to support ISO option exercises. We’d love your feedback to make this experience better, so please email us with your questions and comments around this beta release.

To begin, you will need:

  • An ISO option grant
  • To be a US resident
  • To link a bank account for ACH-based payments
  • To have an official signature tied to your account (you update it here on your computer)
  • To download the beta app on your iOS device

Once the beta app is installed, head to the option grant that you intend to exercise. If exercising is available, you can click on the blue “exercise” button to begin.

Screen Shot 2019-07-12 at 7.06.22 PM.png

Confirm that you’re currently a US resident to help the platform guide you through your potential taxes correctly. Before exercising, it is recommended that you consult your personal financial advisor or tax professional to make sure exercising is right for you.

Screen Shot 2019-07-12 at 7.07.17 PM.png

Once you confirm that you’re a US resident, you’ll be able

  • Choose the number of option grants you want to exercise
  • The bank account that you want to pay with
  • And ensure your portfolio profile is up to date

Screen Shot 2019-07-12 at 7.08.06 PM.png

Once you’ve filled out all exercised details, you’re now ready to exercise. Before clicking “Exercise”, ensure that you read the terms of the exercise, review all linked documents, and agree to the withdrawal of funds to pay for the exercise.

After you submit the exercise request, the issuing company will approve the exercise request, which will initiate the funds transfer from your bank account to the company bank account. Lastly, the resulting certificate will be created, signed by the officers, then sent to you to accept. You’ll receive email updates from us as your option exercise progresses.

iOS App: Customer Support Pin

You can now access your support pin, to verify your identity when you call one of Carta’s support agents. Find this in the account section of the app by selecting “Customer Support PIN”.

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iOS App: Connect your Bank Account

With the v3.5 release of our iOS app, you’re now able to securely and instantaneously link your bank account, to fund transactions such as option exercises (coming soon!).

You can find this under the account tab of the app.

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Don’t have the app yet? Get it now!

Profile editing within iOS app

In the iOS app, you can now edit your profile to add citizenship, residency, and tax information. This information will be used when you exercise options within the app (coming soon!)

Keep your profile up-to-date by going to Account > Profile

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Don’t have the app yet? Get it now!

Document sharing from iOS app

We’re listened to your feedback and added the ability to share and export documents for later viewing or printing. You can access these capabilities on any document viewing screen, by tapping the share button at the top right.

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Don’t have the app yet? Get it now!

Board Resolution Approval on iOS

We’ve released a new feature today, which allows board members to approve resolutions right from the iOS app.

You’ll be able to see the full resolution documents, the board members who are able to approve the resolution, as well as approval status and progress.

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We’ve also included updates to improve your app experience including:

  • A native password reset flow
  • Automatically filling in your email address during the registration process

Don’t have the app yet? Get it now!

New custom equity plan report

Now Legal and Company administrators can export a new customizable equity plan. There are 40+ columns to choose from, and you also have the ability to select multiple plans to export. The output file is a spreadsheet with each plan being its own tab.

The Custom Equity Plan report is the last one on the Equity Plan Analysis section, inside the Reports item, under the Capitalization dropdown.

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