Carta Release Notes - Product Updates - CORPORATIONS

3 weeks ago6/29/2026

Quarterly benchmark refresh - Q2 2026

What's new?

We have updated salary, total cash compensation, and equity benchmarks for all job areas and specializations across all peer groups.

Across all countries in this release, approximately 91% meet the medium / high confidence threshold for equity and 80% for salary, reflecting the strength and breadth of Carta's underlying compensation dataset.

Benchmark Trends

In aggregate, salary and total cash compensation benchmarks are higher than our last release, increasing by approximately 3% at the median. This represents a stronger quarter-over-quarter move than recent releases, where increases have typically been less than 1–2%. Increases are fairly consistent across company stages and levels. Similar to previous updates, specialization-level data continues to change more than the broader job-area sample, as sample sizes for specialized roles are smaller.

Equity benchmarks are also higher than last quarter, with a median increase of approximately 3% across most job areas - slightly stronger than recent quarters. AI/ML Engineering saw the largest median equity increase. Equity YoY growth across many job areas is substantial, reflecting continued market recalibration over the past year.

What were the largest areas of movement from these benchmarks?

Salary - Salary benchmarks for most job areas and specializations are within 3% of last quarter's data. Engineering (particularly AI/ML), Sales, Finance, Design (Art & Graphic Design, General), Operations, and Product saw the strongest increases.

Equity - Equity benchmarks are generally up 3–8% versus last quarter. The largest median increases were in Engineering (AI/ML), Sales, Marketing, Product, and Finance with 6-8% increases.

How do I update my benchmark version?

You can preview the new benchmarks on your Scorecard by navigating to the Benchmarks page and clicking on the "Preview benchmarks" bubble in the top left.

Here you will have the opportunity to preview the new plan with the updated benchmarks version and assess their impact on your Scorecard before accepting the new plan.

Questions?

If you have any questions about these new benchmarks, please reach out to your Customer Success Manager.

Ashley Zhou

a month ago6/5/2026

Spousal Consent through Fillable Templates now live

In several states (such as California, Texas, and Washington), any assets acquired during a marriage are generally considered owned 50/50 by both spouses.

Without this form, a company faces several risks:

The spousal consent can be a separate document, but it is almost always bundled within the same "package" as the grant agreement, as an attachment or an exhibit.

While the Grant Agreement is the contract between the holder and the company, the Spousal Consent is a side-agreement between the spouse and the company.

How do I use it?

To get started, navigate to Essentials > Manage Equity > Vesting and securities templates.

Once there click on Create document set.

Choose the security type > add the template name > provide the the file and click next.

Wait for a moment while Carta's AI reads the document and places the variable on all the right places.

Once done, make sure that spousal consent related fields are selected. This is key for the spouse to be able to sign the document through Carta.

While reviewing you can click on each page of the document and see how it will look like

Once ready, click****Save document set below.

Once the holder accepts the security through Carta, they will be able to add their spouse information.

Add spouse information.

Accept the security.

Once that's done, the spouse will get a one time login via email.

They will then fill out their information, as it was added to the document set.

Finally, once that's done, the holder gets an email confirming their spouse has finished signing the document via Carta.

Who is this available to?

Fillable templates are available to all company admins on Carta.

Eduardo Bacil Monteiro Dias

4 months ago3/17/2026

Smart document generation with fillable templates

Managing equity documents has always been done by manually editing PDFs or relying on external tools to fill in grant details. With our smart fillable templates workflow that won't happen anymore. Upload your own agreement documents and have Carta automatically populate them with the right data at the time of issuance.

With fillable templates, you can:

How do I use it?

To get started, navigate to Essentials > Manage Equity > Vesting and securities templates.

Once there click on Create document set.

Choose the security type > add the template name > provide the the file and click next.

Wait for a moment while Carta's AI reads the document and places the variable on all the right places.

Review the document and the variable placement. While reviewing you can click on each page of the document and see how it will look like

Once ready, click Save document set below.

From that point on, whenever a grant covered by that document set is issued, Carta generates a fully filled PDF — inserting the real stakeholder and grant data directly into your template, at the positions you defined.

Who is this available to?

Fillable templates are available to company admins on Carta.

Eduardo Bacil Monteiro Dias

4 months ago3/17/2026

Minor improvements to Cap table report with drafts for PIU and phantom/CBU

What's new

Cap table reports are more consistent when run with drafts of PIU or phantom/CBU securities.

Why is it important

Now drafted securities are consistently handled for fully diluted share counts:

How does it work

From the Run Reports screen, select Cap Table and choose Include draft securities under Additional Options.

Webb Allen

5 months ago2/15/2026

Introducing Australia’s First Integrated ESS Compliance Suite

What’s new?

Australian companies can now manage their entire equity compensation lifecycle - from issuing grants to generatingreportsdirectly within Carta that you may file with the ATO. This release introduces ESS stock options that replace generic "international" securities, ensuring your cap table reflects real Australian equity structures.

What’s important about this change?

Historically, Australian startups have been forced to juggle multiple platforms, manual spreadsheets, and expensive third-party filers to manage Employee Share Schemes (ESS). This manual process often led to weeks of reconciliation and compliance uncertainty.

How this makes life better:

How does it work?

The entire filing workflow is now consolidated into a single source of truth.

  1. Issue & Track: Issue ESS options directly from the grants flow. Every transaction - grants, exercises, and vesting - automatically syncs to your cap table.
  2. Generate Reports: With one click, generate ATO-format ESS Annual Reports (Excel/CSV) that include all mandatory fields and automated tax calculations for you to submit to ATO.
  3. Distribute Statements: Automatically generate and send ATO format summary statements to your employees.
  4. Collaborate: Invite your external accountant or tax advisor to access the data directly, reducing back-and-forth and lowering accounting fees.

How do I learn more?

For more information on how it works, check out this guide.

Ashlee Neo

8 months ago11/14/2025

Profit Interest Support in Financial Reporting

Financial Reporting will now include Profits Interest Units (PIUs) in all expense and disclosure reports.

Why is this important?

Expense accounting is crucial for private companies because it's the only way to accurately measure profitability, ensure tax compliance, make informed business decisions, and secure funding.

How does Profit Interest support in Financial Reporting works?

Where can I learn more about this?

Eduardo Bacil Monteiro Dias

8 months ago11/13/2025

Performance condition support for Profit Interests, certificates and RSAs

What's new

Performance conditions are now supported for three new security types: Profit Interests, certificates and RSAs.

How does it work?

In order to add a performance condition to a security, it first needs to be created via the Vesting and securities templates page.

Once there, navigate to the performance conditions tab, click Create performance condition and follow the workflow.

After the performance condition has been created, it can be attached to any option grant, RSU, certificate, RSA and profit interest unit via the draft workflow or by modifying the vesting schedule.

Once a performance condition has been achieved, it has to be recognized to affect the securities it is connected to.

After clicking the option to Recognize, the required fields have to be filled out to proceed.

If the performance condition was achieved with a payout percentage below 100%, unvested shares will either need to be forfeited or repurchased.

In these case, the original security will be canceled a new one will be issued with the vested shares.

How can I learn more about this topic?

Eduardo Bacil Monteiro Dias

9 months ago10/9/2025

A new experience for pour overs

What's new?

A new self-service workflow that allows company administrators to manage equity plan pour overs directly within the platform.

A pour over allows available shares from a prior equity plan to be moved into a new plan. This new feature provides a guided flow for admins to initiate, review, and execute the transfer of shares between plans without needing to contact support.

In order to create a pour over admins will navigate to Manage Equity > Equity Plans, where they will find a new Create pour over button. You need to have to active plans in order to be able to perform the action.

After clicking Create pour over, a modal will open explaining more about the tool and provides tips, such as to perform the pour over in sandbox first. This is as a great way to model the changes before doing it in the live account.

After clicking Let's get started,enter the pour over details. Awards issued and plan amendments after the pour over effective date should be zero for the pour over to be executed. Click Next: Review and confirm to move forward.

Review all the pour over details and click Confirm pour over to execute the action.

Who is this available for?

This feature is available to all Cap table clients. Users will need full access permission to perform these actions.

This support article offers a comprehensive step by step process of the workflow as well as frequently asked questions about the feature.

Eduardo Bacil Monteiro Dias

9 months ago10/2/2025

A Stronger Cap Table and Reporting Experience for LLCs on Carta Core

We’re rolling out improvements to make your cap table and equity reports more accurate, more complete and easier to navigate.

What’s new

This update improves the visual interface of the cap table and expands access to the latest equity reports. LLCs using Carta Core will now benefit from the enhanced experience already available to corporations, including:

Why it matters

You’ll spend less time combing through reports and more time acting on insights. With better coverage of edge cases and clearer views into your company’s data, this update helps you make confident decisions faster.

Where to find it

You’ll see these changes directly in your Cap Table and Essentials > Run reports pages. No setup required, just log in and explore.

What’s next

This is the first phase of a broader rollout. We’re starting with LLCs that don’t issue PIUs or CBUs. Rollout to all LLCs will continue later this year and into Q1.

Webb Allen

9 months ago10/1/2025

Introducing Single Sign-On for Carta Companies

What's new?

Access to your Carta account can now be managed via SSO for cap table company admins.

What's important or valuable about this change?

You can link your identity management provider to Carta to ensure that access to Carta meets your company’s authentication security standards. Add, remove, and audit access to Carta in your identity management platform.

What do I need to do?

Reach out to Carta Support about adding Single Sign-On to your Carta plan. Once you’ve set up Carta SSO you’ll be able to securely and seamlessly manage access through your company’s identity provider (IdP). This helps your teams stay compliant, efficient, and confident that sensitive equity data is protected.

Learn more in our SSO Support articles.

Webb Allen

10 months ago9/4/2025

ISO disqualification reporting logic enhancement

What's new?

To improve reporting related to ISO disqualification dates for holders of ISO option grants that were terminated, we have enhanced the logic used in Carta’s equity reporting suite.

Now an ISO grant will only show as disqualified in the reports if it reaches the statutory 3 month period following termination (or, in the case of a termination due to permanent and total disability or death, one year after the employee’s termination date). Users that require that an ISO grant disqualifies before these dates can enter a manual disqualification date via the modify workflow.

Carta's exercise flow already includes the disqualification logic above. This update affects only reporting.

Why are we changing this?

Previously, there was a mismatch between the disqualification logic in Carta’s exercise flows and in the security modal versus in certain Carta reports in regards to the disqualification status for terminated ISOs. For example, if a stakeholder with an ISO grant with a PTEP of 1 year was terminated by the company, the grant would be shown as ISO disqualified before the statutory 3 months had passed in certain Carta reports. However, if the holder exercised that grant through Carta’s exercise flow within the initial 3 months post termination, the grant type, the tax treatment of the grant displayed to the holder, and the resulting records would reflect the exercise of an ISO in the Exercised and Settled Report.

With this update, for the example above, up until the initial 3 months pass, the grant will not reflect ISO disqualification in Carta reports. It will reflect an ISO disqualification date in Carta reports only once the 3 months statutory period is over.

Where can I learn more?

For more information on Carta's equity reporting suite, refer to our dedicated support article.

Eduardo Bacil Monteiro Dias

10 months ago9/3/2025

New Ways to Contact Carta's Financial Reporting Support Team

We know navigating complex ASC 718 or IFRS reports is critical.

In order to help make that process seamless, we’ve added new ways to connect with our experts directly from Carta’s Financial Reporting tool.

There are three ways to get support:

This support article offers the steps on how to find the new contact us modal for Financial Reporting.

Eduardo Bacil Monteiro Dias

11 months ago8/19/2025

Updated QSBS Attestation to maximize new exclusions and benefits

With H.R. 1, the “One Big Beautiful Bill Act” (OBBB) now in effect, we’ve updated Carta’s Qualified Small Business Stock (QSBS) Attestation to help you and your shareholders track eligibility and take full advantage of the new benefits.

What’s new?

Support for shorter holding periods: for shares issued on or after July 4, 2025, Carta now tracks eligibility for a partial QSBS exclusion after three years (50%) and four years (75%), with full 100% exclusion available after 5 years.

Support for the new $75M asset cap: Carta automatically checks if newly issued shares qualify under the updated $75M aggregate gross asset limit—so you can confidently verify QSBS eligibility at the time of grant.

Expanded individual gain exclusion: Shareholder letters and eligibility summaries now reflect the increased $15M per-person gain exclusion, unlocking even greater potential tax savings.

Updated dashboard indicators: Carta dashboards and reports now show eligibility based on new QSBS rules and issuance windows. This makes it easier for companies and shareholders to understand their status at a glance.

Why is this valuable?

The new QSBS rules offer significant opportunities for tax savings—but only if companies can accurately track and prove eligibility. Carta’s updates simplify this process. By automating complex eligibility checks and updating shareholder documentation in real time, companies can:

These upgrades ensure every eligible shareholder is in a position to receive the full benefits of the new law, with built-in transparency and peace of mind.

How do I access the updated attestation?

No action needed, these updates have already been applied to all active QSBS Attestations and portfolios holding QSBS-eligible shares. If you have questions or would like a walkthrough, reach out to your Customer Success team or visit our Help Center.

Anything else to know?

Our team is closely monitoring policy changes and will proactively revisit your company’s QSBS analysis to help you unlock new shareholder opportunities and ensure your audit records remain up to date.

11 months ago8/13/2025

New way to track overdraw shares from the equity plan

What’s new?

All equity awards are now tracked via the Equity awards exceeds equity plan size health check.

When is the health check flagged?

The health check is triggered whenever an issuer has more shares issued from their equity plan than shares available at any given date. Each row in the health check indicates the dates when one or more equity award was issued and overdrew the equity plan.

To check which awards are triggering the health check navigate to Essentials > Run Reports, search for the Equity Plan Report, and review awards issued on the overdraw dates to identify contributing securities.

How can I fix the health check?

There are two ways to fix the health check:

1. Modify the security that triggered the health check to be so its issue date matches a time when the company has enough available shares in the equity plan.

2. Amend your equity plan to increase the number of shares available at the overdrawn dates.

Eduardo Bacil Monteiro Dias

a year ago5/29/2025

Hiring plan improvements

What’s new?

We've made general UI/UX improvements to the hiring plan tool that is part of the Manage Employees experience. We've also added the ability to save and delete individual hiring plans that can then be incorporated into the Equity Pool Forecast for your company.

How do I create and save a hiring plan?

  1. Navigate to Manage Employees
  2. Click on "Launch Hiring Planner"
  3. Click "New Hiring Plan", type in a name for your plan, and click "Create New Plan"

Once you've created a hiring plan you can add/delete potential hires, rename the plan, or delete the plan.

How do I incorporate a hiring plan into my equity pool forecast?

When you have added all potential hires to your hiring plan, click on "View Detailed Forecast" in the banner below the hiring plan

On the equity pool forecast page, select the hiring plan that you'd like to include in the forecast

Questions?

If you have any questions or feedback about the hiring planner or equity pool forecast, please reach out to your Customer Success Manager.

a year ago4/29/2025

New: Share company financial statements via Investor Updates on Carta

What’s New

Easily and securely share financial statements as part of your investor updates. Connect directly to your accounting system, select the desired time frame, and include a one-time snapshot of your financials in your next investor update – all within Carta’s investor updates tool.

Why is it Valuable

Most portfolio companies send investor updates once a quarter. With a one-time setup to connect your accounting system, you can make all future updates faster, easier, and more comprehensive for both you and your investors.

Easily select and review financial statements before sending. Using Carta’s communication center, you can control who sees your data, conveniently import your investor list from the cap table, and allow investors to securely view and reply to your updates—including cap table and financial statements–all in one centralized, trackable location.

How does it work

You can set this up by:

  1. Get your Quickbooks or accounting software login information

  2. Navigating to your Carta account

  3. Go to the Communications Center

  4. Click on ‘New Message’

  5. Choose any template you want to update your shareholders about

  6. Under import financials click Connect to use QuickBooks or See all for the other providers available

  7. Once you’ve prepared connecting your accounting system and composed your investor update, you can review your financial statements.

  8. In the review screen you view the data from your accounting system, select the period, and add notes you want your investors to see alongside the data.

  9. After you submit the investor update message with the imported financials, the financials will appear under Company Financials view.

What recipients will see:

  1. After a message is sent, the recipient receives an email notification with a link to view it.

  2. New users are prompted to create an account, while existing users are taken directly to their Carta inbox.

  3. If financials have been imported, the investor will be able to click View Company Financials link and view the uploaded documents directly in the Financials tab, monthly and quarterly view.

Who is this for?

Authorized company administrators or users with the new Investor Relations permission, can set up the financial integration and send messages to investors through the communications center.

How do I learn more or get help?

Learn more about our Investor Updates and Communication Center here. For feedback about this new feature, communication center, or Carta you can reach out here!

Will WD

a year ago3/21/2025

Improvements to RSA issuance, acceptance, and termination

What’s New?

We’re making improvements to streamline Restricted Stock Awards (RSA) management on Carta.

Automatically assign the issue date once stakeholders accept their RSAs

When RSA payment is complete, company admins can confirm the payment date at Carta to trigger the acceptance workflow in Carta. By automatically populating the issue date as the day of acceptance, this eliminates the need for company admins to retroactively update the RSA issue date.

How it works

  1. When an RSA has been released from draft, it will appear as a new status called waiting for payment

  1. Enter payment details by clicking to the right of the table and selecting "Enter payment details"

  2. On the enter payment details screen, enter the date the RSA payment was processed offline

4. Once the RSA has payment date has been entered, the status will change to waiting for acceptance, and the securities will be sent to signatories to review and sign.

5. The RSA will not have an issue date up until it is accepted by the stakeholder. When the RSA is accepted, the issue date will automatically be assigned as the date accepted.

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Forfeit unvested RSAs at termination instead of repurchasing them

RSAs can now be forfeited rather than repurchased at termination. Users can now choose to automatically forfeit unvested shares or require a repurchase to return shares to the pool.

How it works

Under the Unvested RSA Behavior column, user can assign a new status: 'Forfeit unvested shares' to automatically forfeit unvested shares upon termination.

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Clearer legal language and displaying all attached documents during acceptance

During acceptance, RSA recipients will see updated legal language for RSAs, encompassing the legally binding nature of accepting those securities at Carta. Holders must also agree that they have read and accept the attached documents before finalizing acceptance.

How it works

New dedicated tab for accepting RSAs

New acceptance screen with updated legal language and new document references

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Who is this Available For?

You can now access these updates as a Carta company administrator. Whether handling standard RSAs or RSAs for services, you’ll find it easier to keep your cap table in sync with legal documentation.

Anything Else I Need To Know?

While the attachment of supporting documents is optional during the RSA setup, ensuring they’re available during the review can help streamline administrative reviews and future audits. Refer to our support site for additional guidance on managing RSA transactions.

Eduardo Bacil Monteiro Dias

a year ago3/12/2025

Waterfall/Exit modeling support for Change in Control premium's on convertible notes

Companies and investors using our waterfall and exit modeling tools, can now model out the impact of a Change in control premium on their convertible notes. The waterfall tool will now calculate the payout value for convertibles based on the change in control premium and the exit value inputed.

Example: Investor's view of an exit with Convertible notes that have 200% change in control premium

Companies and shareholders can review the terms of a convertible note in the Certificate details modal in their portfolio or on their cap table.

Jordan Agnew

a year ago3/10/2025

Get Started guide for companies signing for QSBS Attestation

We've launched a new guided "Get started" workflow for companies that sign up to get QSBS Attestations from Carta. After signing up for a QSBS review with Carta the feature will guide you to provide the Carta Valuations and Tax team the necessary information to perform the attestation.

After signing up the guide simplifies the process of connecting a your company's accounting provider to Carta, making it easy to provide the necessary financial data for your QSBS attestation. This integration will help Carta's QSBS Delivery reduce the back and forth needed to collect historical financial information about your company

For companies that either do not use one of our supported accounting providers, the guide offers a way to manually upload financial statements, guided by questions that adapt based on your companies size and stage.

This new guide will make it easier and faster to onboard onto our QSBS product, and ensure a timely review from Carta's team. If you have any questions reach out to your assigned Carta account team or qsbs@carta.com to learn more!

Jordan Agnew

a year ago2/13/2025

Improvements to the Draft Certificate Experience

We are continuing to enhance the experience for companies reflecting the fundraises through Carta.

What’s new?

Our Draft Certificate Experience can extract information from Stock Purchase Agreements (SPA), saving company administrators time when issuing investor shares after fundraising.

Who is this available for?

All company administrators can upload and extract data from Stock Purchase Agreements to reflect priced rounds.

Main Value Proposition

The Draft Certificate Experience powered by document extraction saves you time, money, and makes sure your cap table data matches the legal documents after certificates are issued from a new round.

How do I use it?

1. Navigate to Securities, then Shares

2. Click "Draft Shares", then select "Create a new draft set"

3. Select Yes to confirm the draft set is related to a new investment round and click "Create new draft set" to proceed. You can change the Draft set name at this point.

4. Drop the Stock Purchase Agreement, select the effective date and click continue.

5. Wait for our AI tool to extract the document's information and populate the draft set.

6. Scroll all the way to the right to find the SPA attached to the certificates.

7. Once the certificates are issued, you can find the SPA under the Documents and Notes tab when clicking to see the certificate.

Anything else I need to know?

Attaching the Stock Purchase Agreement is not mandatory for issuance. You can choose to remove the document during step 6, while the certificates in draft are being reviewed and updated.

Eduardo Bacil Monteiro Dias

a year ago12/5/2024

Multi-Currency Support on Cap Table Pages

Overview

We’re excited to introduce an enhancement to Carta’s cap table functionality, designed for companies managing equity in multiple currencies. This update brings improved clarity and accuracy to cap table displays by respecting each currency's unique value, making financial data more reliable and transparent.

What’s New? With this update, Carta now clearly breaks down values by currency across essential sections of your cap table, including:

By treating each currency independently, Carta provides an accurate, transparent overview that better reflects your company’s financial landscape.

Why This Matters For companies with two or more currencies, this update eliminates the need for manual adjustments and off-platform calculations. The result is a streamlined cap table experience that supports accurate financial reporting and decision-making across diverse currencies.

Where can I see it?

  1. Cap Table > View by share class
  2. Cap Table > View by stakeholder
  3. Monetary fields in the following Reports: Cap Table; Stakeholder Ownership Details; Equity Awards Outstanding; Equity Plan; All Exportable Securities Data; Canceled and Returned Report, Certificates Ledger, Equity Plan Granted; Options Outstanding Report; Securities Ledger; Stakeholder Share Registry; All Stakeholders Ledger; Historical Terminations; Termination Modeling

If you have any questions, please refer to our detailed support article or reach out to your Customer Success Manager.

Leticia Marques

a year ago10/3/2024

Introducing Carta’s new priced round workflow: Deal Closings

What’s new

The new fundraising feature helps founders, working collaboratively with their law firm and investors, close a priced round end to end on Carta. It provides a workflow and centralized hub that facilitates administrative tasks related to closing a deal.

Founders and their law firm will have a dashboard that provides

Investors will also get their own convenient dashboard to view the deal timeline, sign paperwork, view deal docs and wire instructions.

And after you complete a priced round, we automatically update your startup’s cap table to reflect the new investment, and issue certificates to investors.

Why this matters

Today running a priced round is complex and incredibly manual. A deal is closed mostly offline using a mix of spreadsheets, emails, phone calls, and signature applications to complete the work. There are also a number of moving parts such as signature page drafting, collecting signature blocks, sending out documents and reminders to investors, collecting signature pages from convertibles, tracking, and updating status, confirming wires etc.

It requires a great deal of manual work by the law firm, and lacks transparency for founders and investors. Not to mention the high cost of priced rounds for all parties involved.

How can I access it

You can access the Deal Closings feature by navigating to the “Raise funds” navigation menu item if you’re on Carta’s free plan. Or navigate to “Fundraise”-> “Priced rounds” navigation item if you’re a paid Carta customer. Read more on how to use this feature here

Shubhi Nigam

a year ago10/3/2024

Tender Offer Issuer Dashboard

What’s new?

Carta has released a new tender offer issuer dashboard for company administrators, exposing the most critical actions and information during periods when sellers are placing orders.

This dashboard highlights the following information:

How do I use this tool?

Log into your Carta administrator account during an active tender offer order period and navigate to the Secondaries menu. Select an active tender offer event and you will land on the dashboard.

What’s next?

This release covers the issuer experience for the  period during tender offers when sellers can enter orders. In the near future, we are expanding this dashboard to provide an improved issuer experience both before a tender offer launches and after it closes:

Questions?

If you have any questions about Carta liquidity, please contact us at company_coverage@carta.com

Bryan Wells

a year ago7/31/2024

Introducing Market Insights

Data is critical for founders to make informed decisions when fundraising and hiring. We are now offering early stage founders benchmark insights on early stage rounds and first engineering and marketing hires.

What’s new?

A centralized hub makes it easier for founders to access and interact with fundraising and hiring benchmarks.

Fundraise insights provides information on early stage SAFE and priced round market terms and how they compare to other companies in related stages, regions, and industries.

Hiring insights provides information on how much to pay early marketing and engineering hires.

*More job areas, levels, and locations are available on Carta Total Compensation

Why this matters:

These updates enable founders to navigate fundraising and hiring strategies with precision and insight. This resource enables founders to make data-driven decisions and strategically plan for their company's growth, optimize their fundraising strategies and ensure their hiring packages are competitive, setting their teams up for success.

How can I access it?

Market Insights is available on all Carta plans. Find it under Essentials>View market insights. For more information visit our support article.

Leah Rodriguez

2 years ago7/15/2024

Equity Reporting Suite: Canceled and Returned Updates

What's new?

As part of our ongoing efforts to enhance accuracy and reliability, we have transitioned our Canceled and Returned report to Carta's Equity Reporting Suite service.

What does the new report offer?

How can I access it?

To access the new Canceled and Returned report, click on Run reports under Essentials or navigate to Cap table and select Run reports.

Where can I learn more?

For more information on Carta's equity reports, please refer to our dedicated support article.

Will WD

2 years ago7/9/2024

Request access to QSBS Attestation from your portfolio companies

Investors can now request access to their QSBS Attestation letter from portfolio companies using the QSBS product.

Investors - Request QSBS letter

Click for sound

This feature allows you see which of your portfolio companies has received a QSBS Attestation by Carta, and allow you to request access to your QSBS Attestation letter for your eligible securities.

What do I need to do?

This feature is available to users who are admins for an investment firm on Carta. To find your QSBS eligible investments, visit your 'Investments' page and filter to the QSBS eligible investments.

If you have any questions reach out to your assigned Carta account team or qsbs@carta.com to learn more!

Jordan Agnew

2 years ago6/13/2024

New suite of Employee management tools

Starting today, Carta is enabling you to easily determine how much equity to grant employees and when to grant it via new tools such as the Hiring Planner, Refresh Grant Planner, and Equity Pool Forecast.

Only Carta can help you:

What’s new?

With our new suite of Employee management tools, administrators have access to four new features:

  1. Manage Employees hub: See the tools, required steps, and resources to help you hire, manage and retain your team.
  2. Hiring Planner: Add potential new hires to see recommended equity and cash compensation based on market data, and export plans to share with your team and investors.
  3. Refresh Grant Planner: See which employees are completing vesting soon, and plan out refresh grants to tenured employees to help retain top performers
  4. Equity Pool Forecast: Visualize your equity grants, hiring, and retention initiatives and their impact on your equity pool over time.

Who is this available for?

All Corporation founders and administrators who can view their company’s cap table.

How do I use it?

You can access these flows by going to your Carta account, and going to Manage Employees in the side navigation. From there, you can easily access all of the additional tools.

View a demo walkthrough of this feature.

Anything else I need to know?

If there is anything you wish to see here, use the feedback form that will show up when you first visit the Manage employees page. If you have already responded and have additional feedback, or cannot find the form, you can reach out to your CSM or provide feedback via Carta Community.

Will WD

2 years ago6/10/2024

New Share Class Manager

We are making it easier for companies to keep cap tables up to date after a new round of investment.

What’s new?

Our new Share Class Manager can extract information from Incorporation Documents and Stock Purchase Agreements, saving company administrators time when issuing investor shares after fundraising.

Who is this available for?

All company administrators can upload and extract data from Incorporation Documents. Administrators from companies reflecting their first priced round can upload and extract data from Preferred Round Stock Purchase Agreements.

Main Value Proposition

The new Share Class Manager powered by document extraction saves you time, money, and makes sure your cap table data matches the legal documents after a new round.

How do I use it?

  1. Navigate to Securities, then Manage Share Classes

  2. Click "Update Share Classes", then select "Add new filing date"

  3. Upload documents, and wait on screen for the extraction

  4. Review data and save

Anything else I need to know?

Any company can upload incorporation documents and have new share class data automatically ready for review, but only companies on their first priced round can upload Purchase Agreements.

Patrícia Vargas

2 years ago6/6/2024

Standard Financial Reporting

Carta’s Financial Reporting  tools automatically generate the expense and minimum disclosure reports that auditors need so that you can easily comply with US GAAP and IFRS 2 accounting standards.

Early-stage companies now have a Financial Reporting product designed just for them. Standard Financial Reporting includes automatic expense tracking for equity spending and an audit package with all the supporting evidence and documentation auditors need for stock-based compensation (SBC) expense reporting.

Features included:

Who is this available for?

Standard Financial Reporting is available to all Carta cap table customers, but specifically designed for early-stage companies preparing for their first few audits

Main Value Proposition

Automatically track your equity spending with Carta’s Standard Financial Reporting. Key benefits include:

  1. Accurate, automated expense tracking: Tracks stock-based compensation expense, ensuring all cap table transactions are accounted for.
  2. Time saved: Get your stock-based compensation (SBC) report, minimum disclosure report, and audit guide in 5-10 minutes, saving 1-2 weeks of manual calculations.
  3. Compliance: Ensures compliance with the Financial Accounting Standards Board (FASB) requirements for booking SBC expense upon first issuance.
  4. Historical expense calculation: Provides a one-time adjustment for historical expenses in your financial books.
  5. Simplified auditing: Download an audit package with all necessary documentation, ready to send to your auditor.

In just a few clicks, Carta’s tool manages your stock-based compensation expenses, making your audit process seamless and efficient.

How do I use it?

Anything else I need to know?

All questions can be answered through our Financial Reporting support team, contact them via email 718@carta.com

Samantha Widman

2 years ago6/6/2024

Financial Reporting Vesting & Option Service Integration

Financial Reporting is making an improvement to the way we pull in cap table data, achieving data consistency with the cap table products for vesting schedule tranche values.

What's new?

Previously, Financial Reporting used our own First-In First-Out (FIFO) allocation method to assign exercised quantities to ISO/NSO security type tranches. This method did not always match the cap table, as the logic slightly differed. In order to provide consistent data between cap table products, such as equity reporting, equity awards ledger, equity award details, and Financial Reporting, the Securities team created API services, specifically Vesting and Options for award and tranche level quantities. With Financial Reporting’s integration of the Vesting and Options API service, the tranche values displayed in Financial Reporting reports will be improved to match other Carta products, achieving data consistency.

Who is this available for?

All Financial Reporting customers will benefit from this new method Financial Reporting will be using to achieve data consistency with cap table products and equity reporting. More specifically, companies with ISO/NSO security types will have matching tranche quantity allocations with their cap table!

Main Value Proposition

Fully rely on Financial Reporting for your equity roll forwards! With a few clicks, Financial Reporting will provide accurate equity roll forwards and stock-based compensation expense for your financial statements and audits. Carta’s products talk to one another, which means you can easily rely on Financial Reporting to have accurate tranche quantities that match our other products.

How do I use it

No action required on the customer side. Customers will just continue to generate their financial reporting periods and the reports will correct themselves without disrupting the opening and closing balance of prior reporting periods.

Anything else I need to know?

If you have any questions or want to talk to an expert about this new change, reach out to 718@carta.com

Samantha Widman