Improvements to the exercise approval screen - Carta Release Notes - Product Updates

Improvements to the exercise approval screen

What's coming:
Make more informed decisions when reviewing and approving option exercise requests with key information at your fingertips

Who this affects:
Users with the "Option exercise approver" role in companies issuing stock options with online exercising enabled

What's better:

• The ability to approve or reject exercise requests
• Information about the option grant and stakeholder is readily available
• Clearer presentation of information

New exercise approval screen:

Previous exercise approval screen:

Timing:

• Rolling out to 10% of customers on September 28, 2020
• Release percentage will slowly increase to 100%

Vince Lo