Introducing Carta's New Navigation Experience for Companies - Carta Release Notes - Product Updates
Introducing Carta's New Navigation Experience for Companies
We’ve made some improvements
Beginning in May 2023, we are launching a new navigation experience - making it easier than ever to navigate your cap table, create and issue new securities, and manage relations with your stakeholders.
We are testing this experience with a select list of companies. Companies in this test will now navigate Carta’s equity management platform from the left-hand side. We are using this test to iterate on any improvements that need to be made and hope to roll out to 100% of new and existing companies by Summer 2023.
The new menu can also be collapsed for an optimized viewing experience by clicking the menu icon to the right of the Filter text box once you’ve landed in the right spot.
Finding what you need just got easier
The new navigation will make it easier for you to find what you’re looking for and complete critical tasks, with menu categories that are more intuitive and organized according to the type of task that needs to be completed within Carta.
| Menu category | What you will find there |
|---|---|
| Filter Menu | Narrow down your menu options to quickly find what you’re looking for |
| Dashboard | View your company data and explore insights |
| Essentials | Most frequently accessed pages, in one click |
| Cap Table | View and understand your cap table |
| Securities | Issue and view securities |
| Stakeholders | Manage stakeholder information |
| Fundraising | Raise money for your company |
| Compliance & Tax | Ensure your cap table is compliant |
| Documents | Manage documents and communications with stakeholders |
| Settings | Configure your company’s settings |
| More | Explore additional Carta cap table products such as Carta Total Compensation and Tax Advisory |
Terminology that just makes sense
We have also updated some of the terminology that appears throughout the Carta platform to clarify specific tasks and workflows. The changes that we’ve made are outlined in the table below.
| New | Old | Where do I find it? |
|---|---|---|
| Dashboard | Company summary page | Dashboard |
| View cap table | View by share class | Essentials *Note that this page will still be labeled View by share class under the Cap Table menu |
| Manage stakeholders | All stakeholders | Essentials Stakeholders |
| Draft certificates | Certificate | Essentials |
| Draft options grants | Option grant | Essentials |
| Run reports | Reporting | Essentials Cap Table |
| Cap Table | Capitalization | Cap Table |
| Review cap table health | Account health checks | Cap Table |
| Cap table access | Shareholder experience | Cap Table |
| Review exercises | Exercises | Securities |
| Securities templates | Templates | Securities |
| Run scenario models | Scenario modeling | Fundraising |
| Compliance & Tax | Compliance and Tax (separate menu items) | Compliance & Tax |
| Rule 701 Disclosures | Disclosures | Compliance & Tax |
| Tax Rules | Withholding configuration | Compliance & Tax |
| Company documents | Library | Documents |
| Board activity | Board notifications | Documents |
| Company financials | Financials | Documents |
| Settings | Company settings | Settings |
| Total Compensation | Total comp | More |
FAQs
Why is Carta making this change?
Carta offers a wide range of products and services, and users sometimes get lost as they look through menu items in an effort to find the workflow or platform page they need to access. We understand that time is money, and the less time you spend locating the resources you need frees up more time for you to spend growing and managing your company. The new left-side menu enables users to have an immediate comprehensive view of Carta’s functionality with clearer verbiage, menu filtering, and collapsible dropdowns.
Can I revert back to the old navigation experience?
No. Our research has shown that our new navigation menu is not only more intuitive for users, but also faster. Beginning in May 2023, Carta is fully migrating away from the top navigation menu. We plan to be rolled out to 100% of companies by July 2023.
How do I use the new navigation experience to find what I’m looking for?
The new navigation experience includes a filter to assist you in finding what you’re looking for. The menu will responsively pare down as characters are entered in the text box.
Additionally, left-side navigation enables you to expand and collapse multiple dropdowns at the same time, allowing for a more comprehensive overview of Carta’s functionality at a glance.
Did Carta remove any features?
No. While the new menu may look more compact than in our current experience, all of the features that you have come to rely on are included in the new navigation. The goal of this initiative is not to change the functionality of Carta’s cap table, but rather, to make that functionality easier for you to find.