How to use Your Quarter on Carta to monitor equity activity
Stay informed and maximize your Carta subscription with a simple quarterly summary delivered straight to your inbox. Your Quarter on Carta provides company admins with a clear, visual snapshot of how your team engaged with Carta over the past quarter.
Understand how much your team is using Carta.
Stay on top of equity administration.
Discover how much investors are interacting with your data.
Identify features you're using within your plan.
What does Your Quarter on Carta include?
Your Quarter on Carta can include several metrics from your company’s activity on Carta during the past quarter:
New securities issued |
Any securities issued on your company’s cap table during the quarter. This may include certificates, options, RSUs, RSAs, convertible notes, SAFEs, warrants, PIUs, SARs and CBUs. |
New equity holders welcomed |
Any new stakeholder added to the cap table, whether added in-app or via HRIS integration. |
Times your data made an impact |
Tracks report downloads |
Option exercises completed |
Total number of option exercises in Carta during the quarter. |
Transactions on your cap table |
Counts of repurchases, transfers, convertible note conversions and certificate cancellations. |
Times your team showed up |
Number of unique days someone on your company team logged into your company account. Please note if law firm users are added to your Company tab, their login activity may impact these metrics, as such users often have access to multiple companies on Carta. |
Times your board made it official |
Number of board consents created within Carta for your company. |