How to approve and manage option exercises | support.carta.com
How to approve and manage option exercises
From reviewing requests to managing payments and tracking early exercises, learn how to efficiently manage option exercises on Carta.
- Review option exercise requests
- Cancel a pending exercise
- Confirm receipt of a wire exercise payment
- Track early exercise requests and 83(b) elections
- Review or adjust the taxes on an approved exercise
- Record an off-platform (manual) exercise
- Record a net (cashless) exercise
- Reverse an employee exercise
- Additional resources