Onboarding - Private Companies
Documents required for onboarding
- Onboarding Set Up Guide
- Onboarding Documents List
- Why is involving our law firm required during onboarding?
- Adding your Law Firm
- Modify your company description and logo
- Permissions and roles
- 'Heads up' email template - for Employees
- Why is FMV required?
- Confirmation Requests from Auditors
- Billing Notifications
- 'Heads up' email template - for Investors
- 'Heads up' email template - Global
- Bringing your international (Non-US) company onto Carta: FAQ
- Onboarding "Heads Up" Emails