Roll-forward Reporting for Transaction Modeling - Carta Release Notes - Product Updates

Roll-forward Reporting for Transaction Modeling

With Carta's new customizable ledger reports, you can easily calculate important values to determine key quantities in potential future transactions.

The fields below are available in all of the customizable ledger reports ( Learn more about customizing reports).
- Cumulative Vested

- Vested Outstanding
- Quantity Exercised
- Quantity Exerciseable
- Exercised Unvested

Adjust the as-of date to run the report for a future date. Carta will use existing information, such as vesting schedules, to project future quantities.

Alex Chen