For companies fulfilling investor information requests through Carta, we have now made it easier to provide financials via a template. The new layout clearly lists the requested items and provides template for financials, which includes actuals and forecasted numbers for Profit & Loss, Balance Sheet, and Cash flow statement.

You can now edit the cancellation date and reason that is set on a certificate after it has been canceled. To update, select the cancelled certificate you want to modify. Click “Actions” in the top left corner and “Modify certificates.” You will see the two new fields under the “Certificates details” section:

Note: These fields can only be updated on a certificate that is already canceled. To cancel a certificate that is currently outstanding, follow the instructions here.

These two new fields will be coming to the other security ledgers soon!

You may now merge duplicate stakeholders from the stakeholder ledger. Follow the steps outlined below:

1. Check the boxes for two stakeholders you would like to merge. Note: you can only merge two stakeholders at this time, and both stakeholders cannot have accepted securities separately. Select “Merge Stakeholders” from the actions dropdown.
   
   
2. Compare the stakeholder information and enter updated values in the cells on the right.
   
   
3. Review and correct the stakeholder’s relationships and their effective dates.
   
   
4. Review the changes you’ve made and check that they are correct.
   
   
5. Sign and click “Merge stakeholder” to merge the stakeholder.
   
   

You are now able to update the option plan that an option grant or RSU is attached to through the modify workflow. You can do this by selecting an option grant or RSU on the left side, click the “Actions” button at the top left of the ledger and select “Modify.”

Please note, you are only able to modify one security at a time.

We will release the ability to modify the option plan attached to RSAs, SARs, CBUs and PIs shortly.

Now Board admins can manage access to board room under “Company > Roles and Permissions > Board”. We streamlined adding members, made status of invitation visible and moved company access to “People”.

Admins can also now resend invitation to board members who didn’t accept invitation to join Carta.

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.

We strongly recommend that you enable 2-factor authentication to keep your account secure.

If you do not have access to your device or cannot receive the code, you can raise a request to disable it through the Carta platform.

In case we do not have enough information to approve your request, you will now be able to schedule an identity verification call directly from the status update email - no need to contact support first.

Before:

After:

To improve the user experience in our platform, we merged the Access and Roles pages together.
Now company access, roles, signatories and board admins can be managed in one place -- Permissions and roles page, under the Company dropdown.

Before:

Access page

Roles page

After:

You can now easily switch between your contact and additional emails on web.

Under the settings page you are able to add additional emails. Once you have multiple emails verified, you can select the email you would like to use as the main contact email.

Learn more ›

This will be available in the mobile app soon!

We’ve made changes to the securities ledgers to clarify statuses and make it easier to understand recent activity on the cap table.

Statuses show the most recent legal changes that have occurred to a security. Securities active on the cap table are labeled “Outstanding.”

All securities have dots that represent activity.

• Green dots indicate an active security.
• Red dots indicate a security that is no longer active.
• Yellow dots indicate that the security holder has been terminated and the security will soon no longer be active.

Securities awaiting signature are indicated with labels.

• Orange indicates a security awaiting officer signature.
• Green indicates a security awaiting holder signature.

Paper securities are indicated with a gray background.

Before:

After:

Learn more ›