Carta Help Center
  • Private company administration
  • Public company administration
  • Portfolio management
  • Investment firms
  • Law firms
  • Exercise Workflow

FAQs - Private Companies

Common questions about Carta

  • What is Carta?
  • Carta Onboarding FAQ
  • What is a stakeholder?
  • About our SEC-Registered Transfer Agent Status
  • Does Carta support LLCs?
  • Are electronic certificates legal?
  • Are electronic certificates the same as uncertificated shares?
  • How do our shareholders access their electronic certificates?
  • Why we need stakeholder email addresses
  • Which email addresses should be used for issuances?
  • What does Carta send to company administrators, shareholders, and employees?
  • I've already issued paper certificates. Can I still issue electronic shares?
  • Managing your cap table after you go live
  • Workflow for issuing securities on Carta
  • Offboarding Overview
  • Pro Forma Round Modeling Spreadsheet
  • Downloading a Termination Report
  • How to Connect to Xero
  • Exporting the cap table
  • Choosing federal exemptions
  • 1
  • 2

Categories

  • FAQs - Private Companies
  • Scenario Modeling
  • Stakeholder Communications
  • Stakeholder Ledger
  • Managing settings - Company Admin
  • Onboarding - Private Companies
  • Compliance
  • Boardroom
  • Issuing
  • Administrator exercising
  • Share certificates
  • Vesting schedules
  • 409A valuations
  • ASC 718 - Version 1 (Expense accounting)
  • ASC 718 - Version 2 (Expense reporting)
  • Form 3921
  • Data room
  • Financings
  • Tender Offers
No results found

© eShares Inc. 2019. Powered by Help Scout

Contact Us