QSBS eligibility support for RSAs - Carta Release Notes - Product Updates

QSBS eligibility support for RSAs

This month we released QSBS support for RSAs. RSAs are a common form of founder equity and understanding their QSBS eligibility can be difficult due to the nature of their vesting and issuance. We now highlight QSBS eligibility in all RSAs where we have performed a QSBS attestation and the securities meet the criteria. The product experience for RSAs will look similar to the other securities eligible for QSBS which includes:

• Holdings page experience and Shareholder letter
• Information in the certificate modal (shareholder and admin) when QSBS eligible
• Tooltip informing user QSBS eligibility is dependent on timely and proper filing of 83b

Jordan Agnew