What's new?

Financial reporting can require flexibility. We’ve added new functionality to adapt to the reporting needs of your business with in-app custom assumption overrides.

What’s valuable about this change?

You won’t have to download a report from Carta and manipulate it in an external document. You can customize your reports right in the Carta web application, while remaining International Financial Reporting Standards (IFRS) 2 compliant. Here’s what you can customize*:

1. Expected term
2. Volatility
3. Fair market value
4. Interest rate
5. Fair value

What do I need to do?

You can access Financial Reporting directly from your Carta account. Simply go to the Compliance tab and select Financial Reporting. You can apply custom assumption overrides after you’ve run a report within the Fair Values tab of Financial Reporting.

How do I learn more or get help?

Contact our financial reporting support team. 

* These customization options can be applied to tranches of an award. Users will be able to change the assumption on a tranche-level basis for a single award.