Confirmation Requests from Auditors
Once the onboarding process is complete, auditors may ask for a confirmation of equity. This information can be determined from a Summary Cap Table report you may generate on the Carta platform. You can provide the requesting auditor with “Company Viewer” access to your company’s cap table, which will allow the auditor to download the Summary Cap Table report themselves. Here are instructions on how to add individuals to the Summary > Permissions and Roles page. Once added, the auditor will want to go to Capitalization > Reports to download the report.