How to get access to Carta's new and improved Equity Plan Balance Report

If you oversee the management of your company’s equity plan or you’re a law firm user helping a client understand their equity plan, we are excited to announce that we have a new Equity Plan Balance Report available via request today.

We’ve made a couple of key changes in the new report:

  • Run one report for multiple equity plans: Get a high level view of how issuing/amending multiple plans affect available equity.
  • Audit how shares and grants “pour over” from one plan to another: Track how shares and grants are moving between plans as they are canceled or issued so you know exactly what’s available from a plan at any given day.
  • See a summary of how amendments and new issuances affect plan size: Track changes to plans as your company chooses to amend or create new plans with varying terms.

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As one of the most downloaded report on Carta today, we believe this report will help companies and their law firms understand their current equity plan and plan for the future as business needs evolve.

This report is currently in closed beta. If your Carta subscription includes reporting features, this report is available for your use upon request. To gain access, please send a note to