Modify all securities overview

You can modify securities individually or in bulk on Carta.

To modify individually, select the ledger page under "Securities" and find the security you wish to modify. Click on the "V" on the right side of the page and click "Modify"

To modify multiple securities at once, you can do this by selecting the checkboxes for the securities on the left side and selecting the "Actions" button in the top left corner. Select "Modify" from the dropdown.

You will then be asked to select the reason for the modification and can also add a custom note as needed.

Select the fields that you need to change in the left column and write in the new information in the right column.

The final review screen will show you the details that are being changed and if an email notification will be sent to the holder. Email notifications will only be sent if the security is accepted. See the list of fields that can send notifications.

See the break down of the different modals for each security ledger in the articles below:

Certificates

Option grants

Warrants

Convertible Notes/SAFEs

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