Equity Reporting Suite: Equity Plan Report - Carta Release Notes - Product Updates

2 years ago 2/21/2024

Equity Reporting Suite: Equity Plan Report

What's New?

Carta has revamped the Equity Plan report – consolidating key information from different reports, and adding brand new, highly requested functionality. This update provides a comprehensive overview of your equity landscape via summary figures, the ability to tie the change in values over a period via baked-in formulas, and granular security-level details.

What does the report contain?

Base version:

• Available Report: Obtain a holistic snapshot of your equity plan, including reserved, outstanding, and available shares, for centralized monitoring and management.
• Equity Plan Granted: Delve into security-level details to track issued, outstanding, vested and more, for optimized management of individual security allocations within your plan.
• Canceled And Returned: Stay informed about cancellation transactions, understanding the status of securities returning to the pool due to various events, ensuring accurate reconciliation and planning.
• Pourovers: Track share movement between equity plans transparently, for seamless reconciliation and efficient equity management.

Optional add-ons when exporting:

• Transactions Ledger: Monitor all share movements with a breakdown of transactions affecting equity pool values, for detailed reporting and analysis.
• Rollforward: Tie out the movement of equity issued under the plan, filtering by period, plan, and even stakeholder to gain insights into share movement over time with ease and clarity.
• Stakeholder Sums: Get a concise summary of outstanding securities for each participant, for efficient monitoring of individual stakeholder positions within your equity plan.

How can I access it?

You can download the new Equity Plan report from your Carta company account by navigating to Essentials > Run reports > Equity plan, or by going to Cap Table > Run reports > Equity plan.

Where can I learn more?

For more information on Carta's new Equity Plan Report, please refer to our dedicated support article. Additionally, you can find details on exporting reports in general on our support site.

Will WD