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How to reflect transfers in Carta LLC

Go to Cap table → Interests and interest types
Go to Cap table → Interests and interest types
Click the row tools button to the right of the applicable interest's row and select Transfer
Gather the listed information. Click Next
Select the Transfer date and Transfer reason. Click Next
Input the Transfer Quantity, Transfer cost (per unit), and Recipient
Add Invested capital amount, Compounding period, Accrual period, Accrual rate, Accrual start date, Principle amount, and Day count conversion
Review the details and click Transfer interests to complete the action
Go to Cap table → Interests and interest types
Go to Cap table → Interests and interest types

How to reflect transfers in Carta LLC

  1. Go to Cap table → Interests and interest types.

Click the row tools button to the right of the applicable interest's row and select Transfer

  1. Click the row tools button to the right of the applicable interest's row and select Transfer.

Gather the listed information. Click Next

  1. Gather the listed information. Click Next.

Select the Transfer date and Transfer reason. Click Next

  1. Select the Transfer date and Transfer reason. Click Next.

Input the Transfer Quantity, Transfer cost (per unit), and Recipient

  1. Input the Transfer Quantity, Transfer cost (per unit), and Recipient. Click Next.

  2. If applicable, enter the Capital to Transfer details. If the transfer cost does not apply, enter 0.

Add Invested capital amount, Compounding period, Accrual period, Accrual rate, Accrual start date, Principle amount, and Day count conversion

  1. Add Invested capital amount, Compounding period, Accrual period, Accrual rate, Accrual start date, Principle amount, and Day count conversion. Click Next.

Review the details and click Transfer interests to complete the action

  1. Review the details and click Transfer interests to complete the action.