Who this affects
- Fund administration clients
- Android (Previously available on iOS)
Employees and Investors
iOS & Android
Soon, companies will have access to the updated Capitalization > By Share Class view. This page comes with improved performance for large Cap Tables, allowing you to view and interact with your Cap Table up to 5x faster.
To access this view, you can navigate to Capitalization > By Share Class.
We will continue to improve the experience, adding a new summary visualization to the top of the page, and improving the navigability between the By Share Class and the By Stakeholder Cap Tables.
Support Article: Capitalization Table - By Share Class
Soon, Carta customers will start seeing an expanded set of Roles to help you reflect the different individuals who are handling different aspects of Cap Table management.
For now, users assigned to new roles will serve as point of contact for their areas. Over time, these individuals will see updated experiences and be guided to relevant Carta tools.
To see this experience, Navigate to "Company > Permissions and Roles > Roles"
Shareholders with holdings in private and public companies.
If Company tax data is not complete:
Click Generate Form 3922 to begin the generation of the files.
6. Refresh the page after some time if you see a spinning wheel or navigate away and return later.
The .zip file will be split out into the following three files:
For any filing questions, contact your tax advisor.
Public and Private Market companies with an ESPP.
Option exercising with Public companies is now easier than ever.
Who this affects: 🇺🇸 Public US companies
New experience for exercise requests:
Action required: No action required
Timing: Released to 100% of all public companies on Jan 24, 2022