Updating the Cap Table after a Financing Round

Congratulations! You just closed a financing round and now you are ready to update your cap table on Carta.

  1. Upload the amended Articles of Incorporation (AOI) in the Company > Library page, shown here
  2. Create the new share class with the details from the AOI in the Securities > Shares page > "manage share classes" > "create new share class", shown here.
  3. Update the authorized count from the Securities > Shares page > "manage share classes" > "manage authorized", shown here.
  4. Next, you can draft the shares individually or in bulk to send to the ledger.
  5. If needed, you can link Notes to the draft certificates to be converted as shown in (A) here.
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