What email notifications does Carta LLC send to company administrators and interest holders?
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Emails sent to users:
Account verification email | Sent to verify a new user's email address. Users who sign up to accept interests do not have to verify their email address. |
Password reset email | Sent to a user when we receive a request to reset his or her password. |
Email change notification | Sent to a user for security purposes when their email has been changed. |
Acceptance invitation | Sent to the holder to accept their interests. |
Data room invitation | Sent when users who are not company administrators are invited to access data rooms in Carta LLC. |
K-1 notification | Sent to users when issuing companies share K-1s with interest holders. |
Distribution notification | Sent to users when a company administrator releases a new distribution and decides to notify holders. |
Emails sent to company management:
Accept role | Sent to inform a user they have been given access to a company on the Carta LLC platform. They can accept their administrative role via this email. |
Task to sign new interest (Sent to Company signatories) | Sent to inform the delegated signatory that they have a task to sign a new interest issued from their company. Once the task is complete, the interest holder will be notified to complete the acceptance workflow. |