Updating Emails for Stakeholders

If you are a company administrator making updates to stakeholder emails on Carta, we want to make sure all stakeholders at your company receive their certificates and grants to the correct email address.

Screen Shot 2019-10-01 at 2.16.47 PM.png

We introduced tooltips to provide more context on the difference between a “Portfolio Email” and a “Contact Email.” A portfolio email is the email address associated with a stakeholder’s securities. For brand new stakeholders who haven’t accepted their security on Carta, we will show a “Pending” label. For stakeholders who are non-individuals (law firms, investment firms), it will read “Investor Portfolio.”

A contact email may be used to track the contact information for the individual or non-individual stakeholder.

To modify a stakeholder’s email address on Carta, visit the dropdown on the right hand side.

Screen Shot 2019-10-02 at 12.34.07 PM.png

Update the email field with the correct email address for the stakeholder and hit Update.

Mod 3.png

On Update, you will see a step that asks you to confirm this change. For stakeholders who have not accepted any securities, we will send the stakeholder a new email to the updated email address so they can accept their securities.

Mod 4.png

The stakeholder will receive an email to accept their security. When she accepts, the Portfolio Email column will update with the email the stakeholder used to accept their security.

Screen Shot 2019-10-01 at 2.26.11 PM.png

Upon accepting a security, you may not edit the Portfolio Email for the stakeholder. You may only update the “Contact Email” -- email used for a company’s record keeping/communication purposes.

Mod 6.png

To update the contact email for the stakeholder, you will see a message that asks you to confirm the change.

Screen Shot 2019-10-02 at 11.39.27 AM.png

If you have any questions or feedback about this new feature, please write to growthproduct@carta.com.