'Heads up' email template - for Employees

Hello, and welcome to Carta!

We are thrilled that you are now a part of our growing network; as part of this network, we recommend sending a heads-up email to your employees and investors explaining that you are migrating to the Carta platform.

Below, you’ll find our suggested template. If you like it, just copy and paste the template into your own email and send it to your security holders to help them prepare to receive their securities. For employees, we recommend sending this email to their current work email address to ensure receipt.

Help them take their next step in ownership management!



I wanted to inform you that we are moving our equity management to a new transfer agent and will now be issuing electronic certificates, option grants, convertible notes, and warrants using Carta. With Carta, you can view and print your electronic securities at any time. 

This is an exciting step in providing a better equity and ownership management solution to our employees and investors as we become part of Carta’s growing global network of equity holders.

Very shortly, you will get an email from  Carta that will tell you to review and accept your electronic security. Just so you know, your personal email address may have been used so you can maintain access to the platform in the event you leave the company. We recommend using your personal email address for your Carta account; if you need help in adding this on the Carta platform, please see here. And for information on how to accept your security issuance, refer to these acceptance instructions.

The email you receive will look something like this:

After accepting your security, you can log into Carta and view it at any time. If you have any questions, contact support@carta.com.


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