Welcome email template for investors
Dear Investors,
I am writing to let you know that [Company] is moving our equity management to Carta and will now issue electronic interests through Carta.
I know many of you already use Carta and will find it convenient that we’re moving to the same system as your other investments. For those who are not familiar with Carta, I think you will like the easy access to your investment documents and account information.
On [Date], you will get an email from Carta that will ask you to review and accept your electronic interest. For our non-institutional investors, Carta recommends that you use a personal email address, so you can maintain access to the platform in the event you change employers. If you would like to change the email address we use for you or add an additional email address, click here. For information on how to accept your interest, please refer to these instructions.
The email you receive will look something like this.
Click Accept on Carta to accept the interest.