Equity reporting suite: Stakeholder Ownership Details Enhancement
What's new?
To improve reporting for cases where stakeholders have a smaller percentage of ownership, we have enhanced the Stakeholder Ownership Details report to display the full amount of decimal places under the "Fully Diluted Ownership %" and "Outstanding Ownership %" fields.
Why are we changing this?
Previously, the ownership percentages in the Stakeholder Ownership Details report were limited to two decimal places. For example, if a stakeholder owned 0.0135% of the company, the report would have shown 0.01%. This made a small difference for large holdings but could be more significant for smaller ones, like those of employees.
With this update, the report will now show the full ownership percentage including all decimal places, such as 0.0135%, ensuring greater precision in the reporting of individual stakeholder ownership.
How can I access it?
To access the Stakeholder Ownership Details report, navigate to Essentials > Run reports.
Where can I learn more?
For more information on Carta's equity reporting suite, refer to our dedicated support article.