Updated Email Design - Coming in One Week

An email from Carta is often the first interaction we have with our users—and we aim to make this first impression a great one. That doesn’t mean we need to be splashy. Rather, it means we want to provide clear information to our users that helps them understand what Carta is and how we can help them manage their assets and equity. For users who’ve been with us a while, we hope these emails continue to reflect the high quality or our software and services.

Carta last updated its emails in November 2017. We’ve changed a lot since then, and we’ve learned a lot, too. In one week, we will release a revamped version of our emails that we hope solve some problems that our users and data helped us identify as well as better reflect our brand today. Today, we’re giving you a preview of what those changes will look like:

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We’ve said hello to many employees, companies, investors, board members, law firms, and others around the world the past few years. We think these emails will help us say hello even better going forward.

Good Till Cancel (GTC) Orders

If you have stock options or common stock from a public company, you can now place limit orders that will remain outstanding for up to 30 calendar days. If you are attempting to sell at a particular limit price, selecting Good Till Cancel will allow the order to trade for multiple days without re-entering each day.

Upon entering a cashless exercise and sell, cashless exercise and hold, or stock sale, selecting Limit order now enables the choice of Day or Good until cancelled.

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Selecting Good until cancelled enables you to place an order that remains outstanding until the earlier of 30 calendar days, or your entry into a trading blackout.

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Following placement, you can view your order in the Orders screen. This view now shows order duration, where you can track both Day and Good Till Cancel orders, in addition to the date that the orders will be cancelled if they are not executed:

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Technical improvements to navigation

The Design Technology team at Carta is upgrading the top level navigation of our app, to use the latest Ink Design System improvements.

With this change, we will be able to support future design and navigation improvements planned for 2020.

There will be minor visual changes. We’ve increased contrast and legibility with white dropdown menus, and you might notice a few different colors here and there. Functionality remains the same.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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Major Update: Carta App for Android

We’re bringing a large update to drastically enhance the Carta experience for Android customers.

Register for you account in a few quick steps, set up fingerprint authentication for easy access, accept securities, and track vesting schedules within the new app.

As an investor, get real-time IRR and company performance information on the go!

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Get the app now!

Technical improvements to navigation

The Design Technology team at Carta is updating the top level navigation of our app, to benefit from the latest Ink Design System improvements.

With this architectural change, user experience will be more consistent, future design improvements will be easier, and we will be able to better support our future product roadmap.

There will be minor changes to visuals and interaction. On the visual side, the text is now bolder and more legible. On the interaction side, menu items will now open on click, instead of on hover.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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Holding Summary for Investors on iOS

For investors, we’re excited to bring updates to the iOS app, which now showcase the same great portfolio companies’ summary info that you’ve seen in the web experience.

Depending on the level of access for your account, you’ll see data, including:

  • Investment cost
  • Value of the holdings
  • Gain/loss calculations
  • First holding date
  • Gross IRR
  • Gross return multiple
  • Ownership percentage

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In the coming weeks, stay tuned for more updates as we improve the investor experience within the iOS app.

Don’t have the app yet? Get it now!

New and Improved Exercising Flow

We’re excited to announce our enhanced exercising flow coming early next week!

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The updated in-product experience aims to help employees feel more confident throughout the process and reduce the finance and HR team’s burden of managing (and answering questions about) option exercises.

To begin, your company must have online transactions turned on in Carta. Once they do, all you need is:

  • A US bank account
  • ISO, NSO, or ISO/NSO split grants that are vested

As part of the update, we’ve added an Exercise button directly on the Holdings page, under the new vesting chart. Click on the button to begin.

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Once you’re ready, Carta will guide you through a step-by-step process that includes:

  • The ability to select which grant and how many shares to exercise
  • Estimated tax breakdowns to help you understand your obligations at the time of exercise and the end of the fiscal year
  • In-flow profile and payment management to streamline the exercising experience without friction
  • Autofilled 83(b) election form for employees who early exercise
  • A clear timeline of next steps you should look out for before the shares are in your portfolio

Have more questions about your equity? Click here to learn more >

Design update

We are retiring our ancient “Your session has expired” dialog in favor of a more modern approach, similar to other financial platforms.

Customers will now be taken to the login screen once their session becomes inactive for too long. Logging back in will take customers to the same page they were previously at.

For design feedback, reach out to design@carta.com.

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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!

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