How to reflect transfers in Carta LLC
Navigate 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 Price (per unit), and Recipient. Click Next.
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.