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How to manage your company's equity plans

support.carta.com
Company admins
Issuing equity
Issuance prerequisites

support.carta.com
Company admins
Issuing equity
Issuance prerequisites

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How to add equity plan details in Carta

To add the details of an existing equity plan to Carta, navigate to Securities > Equity plans and click Add existing plan.

If your company has no existing equity plans, is US-based and DE-incorporated, and has a single common share class, click Create new plan to use Carta’s equity plan generation tool.