issue rsus

Drafting and issuing RSUs

Keep reading to learn how to draft RSUs and send them for signature through Carta.
  1. Navigate to the RSU ledger on the Issue equity page by navigating to Essentials → Issue equity → RSUs.

  2. Select an existing draft set, or click New RSUs draft set to set up a new one

  3. In the spreadsheet editor, enter the required award information.
    You can also upload drafts information in bulk by following these instructions.

  4. When you're finished entering drafts information, click Review.

  5. On the Review page, click Download to export the draft set data or review a cap table report, and ensure compliance with Rule 701 by clicking Download 701 report.

How to issue RSUs

  1. For equity awards that have already been board approved, users with Full access will click Collect signatures to notify company signatories.

Or

For equity awards that still need board approval, click Create board consent.