How to correct share class information including authorized shares
When needed, users can edit existing share classes in Carta to ensure accuracy. Follow these steps to make corrections to share class information without the need to associate them with a new document.
Navigate to Essentials > Manage equity > click Manage under Share classes, then click Update share classes.
On the following screen, the Latest Version of your share class information will be automatically selected.
To make changes to this info, click Continue.
To make changes to a historical AOI version, select it from the list instead.
Editable fields will unlock, allowing you to update the relevant share class information as needed.
Click Save share classes on the bottom right to apply your changes.