Preferred shareholders can request ownership when accepting securities

What's New:

  • Preferred shareholders can now request ownership details (like fully diluted share count or detailed cap table information) when they accept certificates. Previously this request action was available only after the stakeholder's account had been set up and a security accepted. This change helps empower company admins to set the correct respective access levels for investors more effectively. This helps both companies and their investors get the most out of the Carta platform with clearer information sharing workflows.
  • The information management workflow for companies remains the same. Company admins can still select the appropriate level of data sharing access for each stakeholder. For our summary of these levels, we've detailed them here.

Accept screen for preferred shareholders accepting preferred shares:

We will be rolling out these changes during the week of November 2nd. 

Changes to Watermark Styling

We've listened to your feedback on watermark styling obstructing the readability of the documents and we've made a few changes to address those concerns. We'll continue to iterate on our watermarking capabilities and tools in the coming months and we are starting with the following changes.

Here's a sample document with the old watermark styling


Here's the same sample document with the new watermark styling


Specifically, we've made the following changes with this iteration:

  • Reduced opacity of the watermark text
  • Updated alignment between the rows
  • Fewer repetition

Who these changes affect?
All Carta users who choose to apply watermark on their documents. These changes will be rolling out to all users today.

Improvements to our login screen

What’s coming: We've made a few changes to our login screen to help users get access to their Carta account. We want to make sure your first interaction with Carta is clear, simple, and secure.

Who this affects: 

What’s new:

  • Added a new link to help troubleshoot log in issues and contact support.
  • Updated the show password toggle to an icon to simplify the page layout. This is consistent with our designs also on our registration page.


New log in page

Previous log in page


Announcing (new and improved) Release Notes

Over the last few months, we’ve been listening to your feedback on our changelog and identified usability and customization as two areas for improvement. Today, we are announcing our new and improved Release Notes in order to provide you with up-to-date information and news on Carta product changes. 


Key features of our Release Notes include:

Filter by label

You can now filter out notes to only include the ones you care about most. You will be able to filter by Carta product area (Corporations, Investor Services, Platform, and CartaX), customer type (Employee, Equity Administrator, Board Member, etc. ), or release stage (General Audience, Preview, etc.)

You can filter by label on the right hand side of the screen by selecting the label you’d like to see notes on.




Subscribe for recurring product updates

Curious to know about all the great things we’re releasing on a regular basis? Subscribe to our Release Notes. You will get an email to your inbox whenever we post a new update. You can find the subscribe button at the top of the Release Notes page.



Email Kit Redesign

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Today we’re releasing our redesigned email kit. Emails are often the first touch points we have with our users. They should be a clear and helpful experience: users understand the information being communicated, understand who the information is being communicated from, and know what steps to take next via a clear call to action.

While we got some great mileage out of our previous email design kit, our site and its complexity have changed. And it was time for our emails to get with the times. Here are some highlights that our release today will change:

Better compatibility

  • Mobile optimized across all screen sizes
  • Improved compatibility with Outlook and other email clients

Clearer branding

  • Upgraded our co-branding support to display logos of some investor senders using the platform
  • Added the Carta logo and simple branded accents that match carta.com

Cleaner UI

  • Revamped headings, body text, call to action, etc. Pretty much everything got an upgrade
  • Higher contrast to improve readability

Confetti

  • Oh yeah, it’s still there 😊🎉

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:

GTC3.png

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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