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Carta Customer FAQ

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Recent Carta Customer Questions

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Equity Management Solutions

What solutions does Carta offer for equity management?

Carta provides a wide array of equity management solutions, featuring tools for cap table management, equity compensation...
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How do I manage equity plans in Carta?

Managing equity plans in Carta requires setting up the plan with crucial details such as share count, vesting schedule, and...
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How does Carta handle tax reporting for equity?

Carta offers a robust platform for managing equity, including simplified tax reporting for stock options and other equity...
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How do I track compliance with equity regulations using Carta?

Carta offers a comprehensive platform to help organizations manage their cap tables, document equity transactions, and ensure...
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Business Benefits and Pricing

What types of businesses can benefit from Carta's services?

Various businesses, notably startups and established companies, can benefit from Carta's services for equity management, cap...
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What are the pricing models for Carta's services?

Carta has various pricing models tailored to different services like cap table and fund administration, which adjust based on...
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Cap Table Management

How can I create and manage a cap table using Carta?

To create and manage a cap table with Carta, one needs to register on their platform and input shareholder information. The...
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Can Carta facilitate fundraising rounds?

Carta specializes in equity management solutions and doesn't directly facilitate fundraising rounds. However, its tools assist...
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What user roles can I assign in Carta for my team?

Carta allows for various user roles tailored to team responsibilities, including Administrator, Equity Manager, Accountant,...
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Security and Compliance

What security measures does Carta implement?

Carta implements several security protocols to protect sensitive equity and financial data, including encryption for data in...
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How does Carta ensure confidentiality of my data?

Carta prioritizes data confidentiality by using advanced encryption for secure data transmission and storage. They enforce...
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Mobile and Accessibility

Are there professional services available through Carta?

Carta provides various professional services that assist companies with equity management, including cap table management and...
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Can I access Carta from a mobile device?

Carta can be accessed on mobile devices, offering a mobile-friendly experience where users can manage equity tools and view cap...
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User Onboarding and Support

What customer support options does Carta provide?

Carta provides various customer support choices, including a detailed help center with articles and FAQs, live chat for...
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Are there training resources available for using Carta?

Carta offers diverse training resources to help users understand its platform and features, including guides, tutorials,...
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How can I onboard my team to use Carta effectively?

To onboard your team effectively with Carta, introduce the platform through training sessions covering its interface and...
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