Drafting and issuing RSUs
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Keep reading to learn how to draft RSUs and send them for signature through Carta.
Navigate to the RSU drafts ledger on the Issue equity page by navigating to Essentials → Issue equity → RSUs.
Select an existing draft set, or click New RSUs draft set to set up a new one.
If you're creating a new draft set, provide a name and select the associated equity plan.
You'll also be asked if you'd like to get board approval for the option issuance through Carta. Make a selection, then click Create new draft set.
In the spreadsheet editor, enter the required award information.
You can also upload drafts information in bulk by following these instructions.
Regularly use the Check for errors feature to validate your inputs and spot any mistakes.
When you're finished entering drafts information, click Review.
On the Review page, click Download to export the draft set data or review a cap table report, and ensure compliance with Rule 701 by clicking Download 701 report.