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CorporationsCarta Launch409ACompliance Early Access
a year ago

Introducing Carta's New Navigation Experience for Companies

We’ve made some improvements

Beginning in May 2023, we are launching a new navigation experience - making it easier than ever to navigate your cap table, create and issue new securities, and manage relations with your stakeholders.

We are testing this experience with a select list of companies. Companies in this test will now navigate Carta’s equity management platform from the left-hand side. We are using this test to iterate on any improvements that need to be made and hope to roll out to 100% of new and existing companies by Summer 2023.


The new menu can also be collapsed for an optimized viewing experience by clicking the menu icon to the right of the Filter text box once you’ve landed in the right spot.


Finding what you need just got easier

The new navigation will make it easier for you to find what you’re looking for and complete critical tasks, with menu categories that are more intuitive and organized according to the type of task that needs to be completed within Carta. 


Menu category

What you will find there

Filter Menu

Narrow down your menu options to quickly find what you’re looking for

Dashboard

View your company data and explore insights

Essentials

Most frequently accessed pages, in one click

Cap Table

View and understand your cap table

Securities

Issue and view securities

Stakeholders

Manage stakeholder information

Fundraising

Raise money for your company

Compliance & Tax

Ensure your cap table is compliant

Documents

Manage documents and communications with stakeholders

Settings

Configure your company’s settings

More

Explore additional Carta cap table products such as Carta Total Compensation and Tax Advisory


Terminology that just makes sense

We have also updated some of the terminology that appears throughout the Carta platform to clarify specific tasks and workflows. The changes that we’ve made are outlined in the table below.


New 

Old

Where do I find it?

Dashboard

Company summary page

Dashboard

View cap table

View by share class

Essentials

*Note that this page will still be labeled View by share class under the Cap Table menu

Manage stakeholders

All stakeholders

Essentials 

Stakeholders

Draft certificates

Certificate

Essentials

Draft options grants

Option grant

Essentials 

Run reports

Reporting

Essentials 

Cap Table

Cap Table

Capitalization

Cap Table

Review cap table health

Account health checks

Cap Table

Cap table access

Shareholder experience

Cap Table

Review exercises

Exercises

Securities

Securities templates

Templates

Securities

Run scenario models

Scenario modeling

Fundraising

Compliance & Tax

Compliance and Tax (separate menu items)

Compliance & Tax

Rule 701 Disclosures

Disclosures

Compliance & Tax 

Tax Rules

Withholding configuration

Compliance & Tax

Company documents

Library

Documents

Board activity

Board notifications

Documents

Company financials

Financials

Documents

Settings

Company settings

Settings

Total Compensation

Total comp

More





FAQs


Why is Carta making this change? 

Carta offers a wide range of products and services, and users sometimes get  lost as they look through menu items in an effort to find the workflow or platform page they need to access. We understand that time is money, and the less time you spend locating the resources you need frees up more time for you to spend growing and managing your company. The new left-side menu enables users to have an immediate comprehensive view of Carta’s functionality with clearer verbiage, menu filtering, and collapsible dropdowns. 

Can I revert back to the old navigation experience? 

No. Our research has shown that our new navigation menu is not only more intuitive for users, but also faster. Beginning in May 2023, Carta is fully migrating away from the top navigation menu. We plan to be rolled out to 100% of companies by July 2023.

How do I use the new navigation experience to find what I’m looking for? 

The new navigation experience includes a filter to assist you in finding what you’re looking for. The menu will responsively pare down as characters are entered in the text box.

Additionally, left-side navigation enables you to expand and collapse multiple dropdowns at the same time, allowing for a more comprehensive overview of Carta’s functionality at a glance.

Did Carta remove any features? 

No. While the new menu may look more compact than in our current experience, all of the features that you have come to rely on are included in the new navigation. The goal of this initiative is not to change the functionality of Carta’s cap table, but rather, to make that functionality easier for you to find.






Avatar of authorAlana Lindall