Ask & Share | Equity Questions Answered | Carta Community | Carta Community
How to use Corporations Ask & Share
This space is dedicated to corporations using Carta—whether you're just getting started, looking to connect with peers, or want to learn more about getting the most out of your account.
Use this space to:
- Ask questions about the product
- Share best practices or lessons learned
- Swap strategies with others facing similar challenges
This is your place to collaborate, learn, and grow alongside other teams using Carta.
PTEP wire timing
Exercising from India
Exercising options via Carta wire transfer from India - documents required
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Reminder: Test before you touch live — use your Sandbox account
We keep hitting errors halfway through setting up our accounting integration
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SAN FRANCISCO Family
How to document an out-of-order stock transfer?
After our equity plan amendment, FMV seems to be pulling from the wrong date
Our law firm has full access to our Carta account but still can't upload board consent documents
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Stakeholder Audit
Terminating Employees and extending their exercise or vesting schedule
Net exercise tool showing 0 options available on a grant that's still outstanding
Carta issued electronic share certificates despite opting out — how to void them?
409A valuation vs Recent buyback price - What it the FMV?
Non-Tender Offer Buyback Options
Can you find out who added information to Carta (e.g., someone in the company, the outside law firm, etc.)?
Deleted a SAFE term set but it's still showing on our cap table
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What actually blocks a Carta offboarding (it's not just pending exercises)
Relinquishing and reissuing stock - no 83(b) election
Holder accepted a grant but it's not showing in their Carta portfolio
Our Carta admin left the company and took the 2FA access with them. How did you recover?
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