Accepting a Convertible Note
When a company issues you a Convertible Note, you will receive an email notification that includes the Convertible number in the subject line. After opening the email and reading the message, click 'Accept Convertible Note'. Please note that the unique code is provided ONLY in the original email invitation.
If the button is unresponsive, you can copy and paste the attached web address into your browser. The browsers we recommend for optimal performance are Google Chrome, Safari, and Firefox.
If you don’t have an existing account on the Carta platform, sign up by entering your full name, email and password.
1. Navigate to the email we sent you to accept a convertible on Carta. Click 'Accept on Carta' to accept your convertible note.
2. This will take you to the following registration screen you can sign up by entering your full name, email address, and password.
Logging into your Carta account will take you to the Task' page.
3. To accept your Convertible, click 'Accept' and select the name of your portfolio, your entity's portfolio, or you can choose to create a new portfolio.
4. You will then be prompted to generate a new signature. If your signature is already in the system, enter it and click 'Accept Convertible'
If the button is unresponsive, type http://carta.com/acceptance into your browser. Recommended browsers for optimal performance are Google Chrome, Safari, and Firefox. You do not need to enter a unique code once you create a portfolio on Carta.
Note: The unique code is provided ONLY in the original email invitation.