Updated equity plan amendment flow - Carta Release Notes - Product Updates

Updated equity plan amendment flow

Based on client feedback, we’ve updated the process to amend equity plans on Carta.

The design changes make the flow clearer and should help prevent erroneous amendments from being entered on Carta as well as update the copy to be more educational.

Before

Step 1

Step 2

After

Step 1

Step 2

To learn more about how to enter an amendment for an equity plan, visit

this article.

Connor Bathen